Plan Group Financial’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Plan Group Financial’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	+18,407	New	+$1.23M	0.28%	81

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plan Group Financial's FRDM Position: Q2 2026 in Review

Plan Group Financial opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q2 2026: 18,407 shares worth $1.34M. The stake represents 0.28% of the portfolio and ranks #81 among its holdings.

318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

Plan Group Financial held 18,407 shares of Freedom 100 Emerging Markets ETF worth $1.34M as of Q2 2026.
Freedom 100 Emerging Markets ETF was a new Plan Group Financial position in Q2 2026.
Freedom 100 Emerging Markets ETF made up 0.28% of Plan Group Financial's portfolio in Q2 2026, its #81 holding.
318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.