Retirement Wealth Solutions’s Clear Secure YOU Stock Holding History

Retirement Wealth Solutions’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.84K	Hold	163	–	–	﹤0.01%	321
2026 Q2	$9.08K	Hold	163	–	–	0.01%	238
2026 Q1	$7.89K	Sell	163 -223	-58%	-$8.88K	0.01%	239
2025 Q4	$13.5K	Hold	386	–	–	0.01%	192
2025 Q3	$12.9K	Sell	386 -92	-19%	-$3.05K	0.01%	199
2025 Q2	$13.3K	Hold	478	–	–	0.01%	207
2025 Q1	$12.4K	Buy	478 +103	+27%	+$2.56K	0.01%	198
2024 Q4	$10K	Buy	+375	New	+$11.3K	0.01%	228

Other funds holding YOU

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Retirement Wealth Solutions's YOU Position: Q3 2026 in Review

Retirement Wealth Solutions held its Clear Secure (YOU) position steady in Q3 2026 at 163 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Retirement Wealth Solutions first reported a position in YOU in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.5K in Q4 2025. 15 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Retirement Wealth Solutions held 163 shares of Clear Secure worth $6.84K as of Q3 2026.
Retirement Wealth Solutions left its Clear Secure share count unchanged in Q3 2026.
Clear Secure made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #321 holding.
Retirement Wealth Solutions first reported a position in Clear Secure in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Clear Secure position peaked at $13.5K in Q4 2025.
15 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.