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Kerr Financial Planning’s Truth Social America First ETF MAGA Stock Holding History

Kerr Financial Planning’s Portfolio MAGA Stock Details MAGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46
Closed -$3.79K – 546
2026
Q1 		$3.79K Sell
46
-2,697
-98% -$146K ﹤0.01% 434
2025
Q4 		$151K Buy
2,743
+43
+2% +$2.23K 0.2% 99
2025
Q3 		$138K Buy
+2,700
New +$140K 0.2% 92

Other funds holding MAGA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Kerr Financial Planning's MAGA Position: Q2 2026 in Review

Kerr Financial Planning sold out of Truth Social America First ETF (MAGA) in Q2 2026, closing a stake of 46 shares — an estimated $3.79K sold.

Kerr Financial Planning first reported a position in MAGA in Q3 2025 and held it in 3 quarters. The position peaked at $151K in Q4 2025. 18 funds tracked by Wall St. Rank hold MAGA as of Q2 2026.

  • Kerr Financial Planning reported no remaining Truth Social America First ETF position as of Q2 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 46 Truth Social America First ETF shares in Q2 2026, an estimated $3.79K.
  • Kerr Financial Planning first reported a position in Truth Social America First ETF in Q3 2025 and held it in 3 quarters.
  • Kerr Financial Planning's Truth Social America First ETF position peaked at $151K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Truth Social America First ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.