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HUB Investment Partners’s iShares S&P 100 ETF OEF Stock Holding History

HUB Investment Partners’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 		$603K Buy
1,647
+11
+0.7% +$3.94K 0.01% 635
2026
Q1 		$520K Buy
1,636
+942
+136% +$316K 0.01% 556
2025
Q4 		$238K Hold
694
– – 0.01% 768
2025
Q3 		$231K Buy
694
+7
+1% +$2.23K 0.01% 641
2025
Q2 		$209K Buy
+687
New +$191K 0.01% 618

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HUB Investment Partners's OEF Position: Q2 2026 in Review

HUB Investment Partners increased its iShares S&P 100 ETF (OEF) stake by 0.67% in Q2 2026, buying an estimated $3.94K and bringing the position to 1,647 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #635.

HUB Investment Partners first reported a position in OEF in Q2 2025 and has held it in 5 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • HUB Investment Partners held 1,647 shares of iShares S&P 100 ETF worth $603K as of Q2 2026.
  • HUB Investment Partners bought 11 iShares S&P 100 ETF shares in Q2 2026, an estimated $3.94K.
  • iShares S&P 100 ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #635 holding.
  • HUB Investment Partners first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.