Investment Planning Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Investment Planning Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.7M	Sell	470,311 -88,713	-16%	-$5.08M	7.08%	5
2025 Q4	$28.7M	Buy	559,024 +54,976	+11%	+$2.63M	8.34%	3
2025 Q3	$22.3M	Buy	504,048 +88,041	+21%	+$3.69M	7.02%	4
2025 Q2	$16.8M	Buy	416,007 +215,534	+108%	+$8.01M	5.94%	8
2025 Q1	$7.03M	Buy	200,473 +14,403	+8%	+$502K	2.86%	12
2024 Q4	$6.08M	Buy	186,070 +5,779	+3%	+$200K	2.66%	14
2024 Q3	$6.37M	Hold	180,291	–	–	3.25%	11
2024 Q2	$6.37M	Buy	+180,291	New	+$6.2M	3.25%	11

Other funds holding FRDM

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return