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Echo45 Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Echo45 Advisors’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 		$241K Buy
+630
New +$237K 0.11% 99

Other funds holding OEF

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Echo45 Advisors's OEF Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 630 shares worth $241K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings.

173 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Echo45 Advisors held 630 shares of iShares S&P 100 ETF worth $241K as of Q3 2026.
  • iShares S&P 100 ETF was a new Echo45 Advisors position in Q3 2026.
  • iShares S&P 100 ETF made up 0.11% of Echo45 Advisors's portfolio in Q3 2026, its #99 holding.
  • 173 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.