Advisornet Financial’s RUM Group Inc RUM Stock Holding History

Advisornet Financial’s Portfolio RUM Stock Details RUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-91	Closed	-$577	–	1816
2026 Q2	$577	Hold	91	–	–	﹤0.01%	2085
2026 Q1	$464	Buy	+91	New	+$523	﹤0.01%	2100
2025 Q4	–	Sell	-1,000	Closed	-$7.24K	–	2343
2025 Q3	$7.24K	Sell	1,000 -44	-4%	-$360	﹤0.01%	1613
2025 Q2	$9.38K	Hold	1,044	–	–	﹤0.01%	1498
2025 Q1	$7.38K	Hold	1,044	–	–	﹤0.01%	1503
2024 Q4	$13.6K	Sell	1,044 -15	-1%	-$107	﹤0.01%	1246
2024 Q3	$5.68K	Hold	1,059	–	–	﹤0.01%	1555
2024 Q2	$5.88K	Hold	1,059	–	–	﹤0.01%	1431
2024 Q1	$8.56K	Hold	1,059	–	–	﹤0.01%	1333
2023 Q4	$4.75K	Hold	1,059	–	–	﹤0.01%	1495
2023 Q3	$5.4K	Hold	1,059	–	–	﹤0.01%	1397
2023 Q2	$9.45K	Buy	1,059 +1,015	+2,307%	+$9.56K	﹤0.01%	1340
2023 Q1	$440	Hold	44	–	–	﹤0.01%	2097
2022 Q4	$262	Sell	44 -160	-78%	-$1.53K	﹤0.01%	2169
2022 Q3	$2K	Hold	204	–	–	﹤0.01%	1701
2022 Q2	$2K	Hold	204	–	–	﹤0.01%	1727
2022 Q1	$2K	Hold	204	–	–	﹤0.01%	1813
2021 Q4	$2K	Buy	+204	New	+$2.16K	﹤0.01%	1847

Other funds holding RUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Advisornet Financial's RUM Position: Q3 2026 in Review

Advisornet Financial sold out of RUM Group Inc (RUM) in Q3 2026, closing a stake of 91 shares — an estimated $577 sold.

Advisornet Financial first reported a position in RUM in Q4 2021 and held it in 18 quarters. The position peaked at $13.6K in Q4 2024. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

Advisornet Financial reported no remaining RUM Group Inc position as of Q3 2026 after selling out during the quarter.
Advisornet Financial sold 91 RUM Group Inc shares in Q3 2026, an estimated $577.
Advisornet Financial first reported a position in RUM Group Inc in Q4 2021 and held it in 18 quarters.
Advisornet Financial's RUM Group Inc position peaked at $13.6K in Q4 2024.
23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.