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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
Q2 		$13.8K Hold
620
– – 0.01% 206
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

MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 $287B AUM 42.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Marshall Investment Management's RPAR Position: Q2 2026 in Review

Marshall Investment Management held its RPAR Risk Parity ETF (RPAR) position steady in Q2 2026 at 620 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #206.

Marshall Investment Management first reported a position in RPAR in Q1 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold RPAR as of Q2 2026.

  • Marshall Investment Management held 620 shares of RPAR Risk Parity ETF worth $13.8K as of Q2 2026.
  • Marshall Investment Management left its RPAR Risk Parity ETF share count unchanged in Q2 2026.
  • RPAR Risk Parity ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #206 holding.
  • Marshall Investment Management first reported a position in RPAR Risk Parity ETF in Q1 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held RPAR Risk Parity ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.