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Action Point Financial Planning’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

Action Point Financial Planning’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Buy
+726
New +$12.1K ﹤0.01% 1383

Other funds holding UPAR

MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Action Point Financial Planning's UPAR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UPAR Ultra Risk Parity ETF (UPAR) in Q2 2026: 726 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings.

8 funds tracked by Wall St. Rank hold UPAR as of Q2 2026.

  • Action Point Financial Planning held 726 shares of UPAR Ultra Risk Parity ETF worth $11.7K as of Q2 2026.
  • UPAR Ultra Risk Parity ETF was a new Action Point Financial Planning position in Q2 2026.
  • UPAR Ultra Risk Parity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1383 holding.
  • 8 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.