Plan A Wealth’s ORIX IX Stock Holding History

Plan A Wealth’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Buy	27,237 +2,037	+8%	+$72.5K	0.44%	28
2026 Q1	$756K	Buy	25,200 +882	+4%	+$28K	0.36%	35
2025 Q4	$711K	Buy	24,318 +1,396	+6%	+$37K	0.35%	42
2025 Q3	$599K	Buy	22,922 +1,878	+9%	+$46.6K	0.3%	51
2025 Q2	$474K	Buy	+21,044	New	+$432K	0.27%	70

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return