RMR Wealth Builders’s PeakShares RMR Prime Equity ETF PRMR Stock Holding History

RMR Wealth Builders’s Portfolio PRMR Stock Details PRMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.5M	Buy	2,397,610 +140,304	+6%	+$3.67M	4.25%	6
2026 Q1	$52.8M	Buy	2,257,306 +454,420	+25%	+$11M	4.16%	6
2025 Q4	$44.9M	Buy	+1,802,886	New	+$45.1M	3.59%	8

Other funds holding PRMR

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

RMR Wealth Builders's PRMR Position: Q2 2026 in Review

RMR Wealth Builders increased its PeakShares RMR Prime Equity ETF (PRMR) stake by 6.2% in Q2 2026, buying an estimated $3.67M and bringing the position to 2,397,610 shares worth $68.5M. The position accounts for 4.25% of the portfolio, ranked #6.

RMR Wealth Builders first reported a position in PRMR in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold PRMR as of Q2 2026.

RMR Wealth Builders held 2,397,610 shares of PeakShares RMR Prime Equity ETF worth $68.5M as of Q2 2026.
RMR Wealth Builders bought 140,304 PeakShares RMR Prime Equity ETF shares in Q2 2026, an estimated $3.67M.
PeakShares RMR Prime Equity ETF made up 4.25% of RMR Wealth Builders's portfolio in Q2 2026, its #6 holding.
RMR Wealth Builders first reported a position in PeakShares RMR Prime Equity ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held PeakShares RMR Prime Equity ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.