GoalVest Advisory’s iShares S&P 100 ETF OEF Stock Holding History

GoalVest Advisory’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 Q2	$10.2K	Buy	+28	New	+$10K	﹤0.01%	348

Other funds holding OEF

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

GoalVest Advisory's OEF Position: Q2 2026 in Review

GoalVest Advisory opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 28 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings.

186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

GoalVest Advisory held 28 shares of iShares S&P 100 ETF worth $10.2K as of Q2 2026.
iShares S&P 100 ETF was a new GoalVest Advisory position in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #348 holding.
186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.