PUI
OEF icon

Purpose Unlimited Inc’s iShares S&P 100 ETF OEF Stock Holding History

Purpose Unlimited Inc’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
2026
Q2 		$131K Sell
359
-3,386
-90% -$1.21M 0.01% 277
2026
Q1 		$1.19M Buy
+3,745
New +$1.26M 0.05% 116

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Purpose Unlimited Inc's OEF Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its iShares S&P 100 ETF (OEF) stake by 90% in Q2 2026, selling an estimated $1.21M and leaving 359 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #277.

Purpose Unlimited Inc first reported a position in OEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Purpose Unlimited Inc held 359 shares of iShares S&P 100 ETF worth $131K as of Q2 2026.
  • Purpose Unlimited Inc sold 3,386 iShares S&P 100 ETF shares in Q2 2026, an estimated $1.21M.
  • iShares S&P 100 ETF made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #277 holding.
  • Purpose Unlimited Inc first reported a position in iShares S&P 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's iShares S&P 100 ETF position peaked at $1.19M in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.