Center for Financial Planning’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-160
Closed -$4.37K 724
2025
Q1
$4.37K Buy
160
+98
+158% +$3.15K ﹤0.01% 543
2024
Q4
$2.15K Buy
+62
New +$2.18K ﹤0.01% 531
2024
Q3
Sell
-63
Closed -$2.5K 611
2024
Q2
$2.5K Hold
63
﹤0.01% 489
2024
Q1
$2.63K Hold
63
﹤0.01% 508
2023
Q4
$3.23K Hold
63
﹤0.01% 442
2023
Q3
$3.31K Hold
63
﹤0.01% 434
2023
Q2
$4.16K Hold
63
﹤0.01% 457
2023
Q1
$4.89K Hold
63
﹤0.01% 419
2022
Q4
$4.7K Hold
63
﹤0.01% 415
2022
Q3
$5K Hold
63
﹤0.01% 436
2022
Q2
$5K Buy
+63
New +$6.83K ﹤0.01% 427

Center for Financial Planning's HDRO Position: Q2 2025 in Review

Center for Financial Planning sold out of Defiance Next Gen H2 ETF (HDRO) in Q2 2025, closing a stake of 160 shares — an estimated $4.37K sold.

Center for Financial Planning first reported a position in HDRO in Q2 2022 and held it in 11 quarters. The position peaked at $5K in Q3 2022. 0 funds tracked by Wall St. Rank hold HDRO as of Q2 2025.

  • Center for Financial Planning reported no remaining Defiance Next Gen H2 ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 160 Defiance Next Gen H2 ETF shares in Q2 2025, an estimated $4.37K.
  • Center for Financial Planning first reported a position in Defiance Next Gen H2 ETF in Q2 2022 and held it in 11 quarters.
  • Center for Financial Planning's Defiance Next Gen H2 ETF position peaked at $5K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.