Fiduciary Planning’s Clockwise U.S. Core Equity ETF TIME Stock Holding History

Fiduciary Planning’s Portfolio TIME Stock Details TIME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-51,986	Closed	-$1.32M	–	88
2025 Q2	$1.32M	Sell	51,986 -56,536	-52%	-$1.32M	0.44%	32
2025 Q1	$2.45M	Sell	108,522 -113,066	-51%	-$2.86M	0.81%	23
2024 Q4	$5.5M	Sell	221,588 -146,509	-40%	-$4.23M	1.79%	14
2024 Q3	$10.1M	Sell	368,097 -132,772	-27%	-$3.54M	3.44%	8
2024 Q2	$13.6M	Sell	500,869 -74,820	-13%	-$1.95M	4.86%	7
2024 Q1	$14.8M	Buy	575,689 +147,707	+35%	+$3.46M	5.58%	7
2023 Q4	$8.99M	Buy	427,982 +313,301	+273%	+$7.22M	3.83%	8
2023 Q3	$2.53M	Buy	+114,681	New	+$2.61M	1.19%	19

Other funds holding TIME

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fiduciary Planning's TIME Position: Q3 2025 in Review

Fiduciary Planning sold out of Clockwise U.S. Core Equity ETF (TIME) in Q3 2025, closing a stake of 51,986 shares — an estimated $1.32M sold.

Fiduciary Planning first reported a position in TIME in Q3 2023 and held it in 8 quarters. The position peaked at $14.8M in Q1 2024. 6 funds tracked by Wall St. Rank hold TIME as of Q3 2025.

Fiduciary Planning reported no remaining Clockwise U.S. Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Fiduciary Planning sold 51,986 Clockwise U.S. Core Equity ETF shares in Q3 2025, an estimated $1.32M.
Fiduciary Planning first reported a position in Clockwise U.S. Core Equity ETF in Q3 2023 and held it in 8 quarters.
Fiduciary Planning's Clockwise U.S. Core Equity ETF position peaked at $14.8M in Q1 2024.
6 funds tracked by Wall St. Rank held Clockwise U.S. Core Equity ETF as of Q3 2025.

Based on Fiduciary Planning's 13F filing for Q3 2025, filed 15 Oct 2025.