SPAS
CORO

Spectrum Planning & Advisory Services’s iShares International Country Rotation Active ETF CORO Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.29M Buy
253,825
+17,476
+7% +$617K 4.16% 6
2026
Q1 		$7.6M Buy
+236,349
New +$7.79M 3.76% 6

Other funds holding CORO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services's CORO Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares International Country Rotation Active ETF (CORO) stake by 7.4% in Q2 2026, buying an estimated $617K and bringing the position to 253,825 shares worth $9.29M. The position accounts for 4.16% of the portfolio, ranked #6.

Spectrum Planning & Advisory Services first reported a position in CORO in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold CORO as of Q2 2026.

  • Spectrum Planning & Advisory Services held 253,825 shares of iShares International Country Rotation Active ETF worth $9.29M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 17,476 iShares International Country Rotation Active ETF shares in Q2 2026, an estimated $617K.
  • iShares International Country Rotation Active ETF made up 4.16% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.