Essential Investment Partners’s Tremblant Global ETF TOGA Stock Holding History

Essential Investment Partners’s Portfolio TOGA Stock Details TOGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.33K	Hold	300	–	–	0.01%	215
2026 Q1	$8.17K	Hold	300	–	–	0.01%	210
2025 Q4	$10.3K	Buy	+300	New	+$10.2K	0.01%	194

Other funds holding TOGA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's TOGA Position: Q2 2026 in Review

Essential Investment Partners held its Tremblant Global ETF (TOGA) position steady in Q2 2026 at 300 shares worth $9.33K. The position accounts for 0.01% of the portfolio, ranked #215.

Essential Investment Partners first reported a position in TOGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q4 2025. 2 funds tracked by Wall St. Rank hold TOGA as of Q2 2026.

Essential Investment Partners held 300 shares of Tremblant Global ETF worth $9.33K as of Q2 2026.
Essential Investment Partners left its Tremblant Global ETF share count unchanged in Q2 2026.
Tremblant Global ETF made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #215 holding.
Essential Investment Partners first reported a position in Tremblant Global ETF in Q4 2025 and has held it in 3 quarters since.
Essential Investment Partners's Tremblant Global ETF position peaked at $10.3K in Q4 2025.
2 funds tracked by Wall St. Rank held Tremblant Global ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.