PL
EARN

Plancorp LLC’s Ellington Residential Mortgage REIT EARN Stock Holding History

Plancorp LLC’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
Q2 		$79.2K Buy
18,000
+3,000
+20% +$14K ﹤0.01% 423
2026
Q1 		$69.2K Hold
15,000
– – ﹤0.01% 375
2025
Q4 		$79K Hold
15,000
– – ﹤0.01% 363
2025
Q3 		$81.8K Hold
15,000
– – ﹤0.01% 372
2025
Q2 		$86.3K Sell
15,000
-110
-0.7% -$601 ﹤0.01% 370
2025
Q1 		$81.7K Hold
15,110
– – ﹤0.01% 353
2024
Q4 		$100K Buy
+15,110
New +$101K ﹤0.01% 315

Other funds holding EARN

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM