BostonPremier Wealth
OEF icon

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

BostonPremier 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
2026
Q3 		$580K Buy
1,517
+104
+7% +$39.1K 0.24% 38
2026
Q2 		$517K Buy
1,413
+37
+3% +$13.3K 0.22% 39
2026
Q1 		$438K Buy
1,376
+3
+0.2% +$1.01K 0.23% 36
2025
Q4 		$471K Buy
1,373
+69
+5% +$23.4K 0.24% 36
2025
Q3 		$434K Buy
+1,304
New +$415K 0.22% 35

Other funds holding OEF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

BostonPremier Wealth's OEF Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares S&P 100 ETF (OEF) stake by 7.4% in Q3 2026, buying an estimated $39.1K and bringing the position to 1,517 shares worth $580K. The position accounts for 0.24% of the portfolio, ranked #38.

BostonPremier Wealth first reported a position in OEF in Q3 2025 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • BostonPremier Wealth held 1,517 shares of iShares S&P 100 ETF worth $580K as of Q3 2026.
  • BostonPremier Wealth bought 104 iShares S&P 100 ETF shares in Q3 2026, an estimated $39.1K.
  • iShares S&P 100 ETF made up 0.24% of BostonPremier Wealth's portfolio in Q3 2026, its #38 holding.
  • BostonPremier Wealth first reported a position in iShares S&P 100 ETF in Q3 2025 and has held it in 5 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.