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Retirement Wealth Solutions’s Trade Desk TTD Stock Holding History

Retirement Wealth Solutions’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$46 – 844
2026
Q1 		$46 Sell
2
-8
-80% -$231 ﹤0.01% 810
2025
Q4 		$380 Buy
10
+4
+67% +$177 ﹤0.01% 702
2025
Q3 		$295 Buy
+6
New +$381 ﹤0.01% 744

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Wealth Solutions's TTD Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Trade Desk (TTD) in Q2 2026, closing a stake of 2 shares — an estimated $46 sold.

Retirement Wealth Solutions first reported a position in TTD in Q3 2025 and held it in 3 quarters. The position peaked at $380 in Q4 2025. 80 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Trade Desk position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 2 Trade Desk shares in Q2 2026, an estimated $46.
  • Retirement Wealth Solutions first reported a position in Trade Desk in Q3 2025 and held it in 3 quarters.
  • Retirement Wealth Solutions's Trade Desk position peaked at $380 in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.