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Paladin Advisory Group’s iShares S&P 100 ETF OEF Stock Holding History

Paladin Advisory Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36
Closed -$6.14K – 424
2022
Q4 		$6.14K Hold
36
– – 0.01% 234
2022
Q3 		$5K Hold
36
– – ﹤0.01% 241
2022
Q2 		$6K Buy
+36
New +$6.73K 0.01% 242

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Paladin Advisory Group's OEF Position: Q1 2026 in Review

Paladin Advisory Group held its iShares S&P 100 ETF (OEF) position steady in Q1 2026 at 36 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #201.

Paladin Advisory Group first reported a position in OEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.3K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Paladin Advisory Group held 36 shares of iShares S&P 100 ETF worth $11.5K as of Q1 2026.
  • Paladin Advisory Group left its iShares S&P 100 ETF share count unchanged in Q1 2026.
  • iShares S&P 100 ETF made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #201 holding.
  • Paladin Advisory Group first reported a position in iShares S&P 100 ETF in Q1 2023 and has held it in 13 quarters since.
  • Paladin Advisory Group's iShares S&P 100 ETF position peaked at $12.3K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.