Rise Advisors’s ePlus PLUS Stock Holding History

Rise Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-208	Closed	-$15.4K	–	1548
2024 Q4	$15.4K	Hold	208	–	–	0.01%	815
2024 Q3	$20.5K	Hold	208	–	–	0.01%	668
2024 Q2	$15.3K	Hold	208	–	–	0.01%	813
2024 Q1	$16.3K	Buy	+208	New	+$16.2K	0.01%	801

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Rise Advisors's PLUS Position: Q1 2025 in Review

Rise Advisors sold out of ePlus (PLUS) in Q1 2025, closing a stake of 208 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in PLUS in Q1 2024 and held it in 4 quarters. The position peaked at $20.5K in Q3 2024. 243 funds tracked by Wall St. Rank hold PLUS as of Q1 2025.

Rise Advisors reported no remaining ePlus position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 208 ePlus shares in Q1 2025, an estimated $15.4K.
Rise Advisors first reported a position in ePlus in Q1 2024 and held it in 4 quarters.
Rise Advisors's ePlus position peaked at $20.5K in Q3 2024.
243 funds tracked by Wall St. Rank held ePlus as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.