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Axim Planning & Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Axim Planning & Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,303
Closed -$397K – 103
2025
Q2 		$397K Buy
+1,303
New +$363K 0.36% 21

Other funds holding OEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Axim Planning & Wealth's OEF Position: Q3 2025 in Review

Axim Planning & Wealth sold out of iShares S&P 100 ETF (OEF) in Q3 2025, closing a stake of 1,303 shares — an estimated $397K sold.

Axim Planning & Wealth first reported a position in OEF in Q2 2025 and held it in 1 quarter. The position peaked at $397K in Q2 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

  • Axim Planning & Wealth reported no remaining iShares S&P 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 1,303 iShares S&P 100 ETF shares in Q3 2025, an estimated $397K.
  • Axim Planning & Wealth first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares S&P 100 ETF position peaked at $397K in Q2 2025.
  • 1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.