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Marshall Investment Management’s RPAR Risk Parity ETF RPAR Stock Holding History

Marshall Investment Management’s Portfolio RPAR Stock Details RPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Buy
+620
New +$14K 0.01% 177
2025
Q2 		– Sell
-620
Closed -$12.2K – 182
2025
Q1 		$12.2K Buy
+620
New +$12K 0.01% 161

Other funds holding RPAR

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Marshall Investment Management's RPAR Position: Q1 2026 in Review

Marshall Investment Management opened a new position in RPAR Risk Parity ETF (RPAR) in Q1 2026: 620 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in RPAR as recently as Q1 2025.

Marshall Investment Management first reported a position in RPAR in Q1 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold RPAR as of Q1 2026.

  • Marshall Investment Management held 620 shares of RPAR Risk Parity ETF worth $13.8K as of Q1 2026.
  • RPAR Risk Parity ETF was a new Marshall Investment Management position in Q1 2026.
  • RPAR Risk Parity ETF made up 0.01% of Marshall Investment Management's portfolio in Q1 2026, its #177 holding.
  • Marshall Investment Management first reported a position in RPAR Risk Parity ETF in Q1 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held RPAR Risk Parity ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.