TWML
NEWZ

Todd Wealth Management, LLC’s StockSnips AI-Powered Sentiment US All Cap ETF NEWZ Stock Holding History

Todd Wealth Management, LLC’s Portfolio NEWZ Stock Details NEWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Hold
8,200
– – 0.19% 94
2026
Q1 		$227K Sell
8,200
-1,150
-12% -$31.9K 0.21% 94
2025
Q4 		$254K Buy
+9,350
New +$260K 0.23% 80

Other funds holding NEWZ

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Todd Wealth Management, LLC's NEWZ Position: Q2 2026 in Review

Todd Wealth Management, LLC held its StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) position steady in Q2 2026 at 8,200 shares worth $246K. The position accounts for 0.19% of the portfolio, ranked #94.

Todd Wealth Management, LLC first reported a position in NEWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 6 funds tracked by Wall St. Rank hold NEWZ as of Q2 2026.

  • Todd Wealth Management, LLC held 8,200 shares of StockSnips AI-Powered Sentiment US All Cap ETF worth $246K as of Q2 2026.
  • Todd Wealth Management, LLC left its StockSnips AI-Powered Sentiment US All Cap ETF share count unchanged in Q2 2026.
  • StockSnips AI-Powered Sentiment US All Cap ETF made up 0.19% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #94 holding.
  • Todd Wealth Management, LLC first reported a position in StockSnips AI-Powered Sentiment US All Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's StockSnips AI-Powered Sentiment US All Cap ETF position peaked at $254K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held StockSnips AI-Powered Sentiment US All Cap ETF as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.