Next Level Wealth Planning’s Ellington Residential Mortgage REIT EARN Stock Holding History

Next Level Wealth Planning’s Portfolio EARN Stock Details EARN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.1K	Buy	+3,000	New	+$13K	﹤0.01%	319

Other funds holding EARN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Next Level Wealth Planning's EARN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Ellington Residential Mortgage REIT (EARN) in Q3 2026: 3,000 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

10 funds tracked by Wall St. Rank hold EARN as of Q3 2026.

Next Level Wealth Planning held 3,000 shares of Ellington Residential Mortgage REIT worth $12.1K as of Q3 2026.
Ellington Residential Mortgage REIT was a new Next Level Wealth Planning position in Q3 2026.
Ellington Residential Mortgage REIT made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #319 holding.
10 funds tracked by Wall St. Rank held Ellington Residential Mortgage REIT as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.