Next Level Wealth Planning’s Hennessy Advisors HNNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.6K	Buy	+2,553	New	+$25.7K	0.01%	240

Other funds holding HNNA

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in Hennessy Advisors (HNNA) in Q3 2026: 2,553 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings.

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

Next Level Wealth Planning held 2,553 shares of Hennessy Advisors worth $25.6K as of Q3 2026.
Hennessy Advisors was a new Next Level Wealth Planning position in Q3 2026.
Hennessy Advisors made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #240 holding.
10 funds tracked by Wall St. Rank held Hennessy Advisors as of Q3 2026.

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