Spectrum Planning & Advisory Services’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio INRO Stock Details INRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	9,058 -3,653	-29%	-$127K	0.15%	81
2026 Q1	$390K	Sell	12,711 -79,266	-86%	-$2.54M	0.19%	70
2025 Q4	$2.96M	Buy	91,977 +55	+0.1%	+$1.76K	1.52%	19
2025 Q3	$2.91M	Buy	91,922 +6,851	+8%	+$207K	1.64%	17
2025 Q2	$2.46M	Sell	85,071 -53,007	-38%	-$1.42M	1.59%	21
2025 Q1	$3.61M	Buy	+138,078	New	+$3.83M	3.01%	9

Other funds holding INRO

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

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

Spectrum Planning & Advisory Services reduced its BlackRock US Industry Rotation ETF (INRO) stake by 29% in Q2 2026, selling an estimated $127K and leaving 9,058 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #81.

Spectrum Planning & Advisory Services first reported a position in INRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.61M in Q1 2025. 2 funds tracked by Wall St. Rank hold INRO as of Q2 2026.

Spectrum Planning & Advisory Services held 9,058 shares of BlackRock US Industry Rotation ETF worth $332K as of Q2 2026.
Spectrum Planning & Advisory Services sold 3,653 BlackRock US Industry Rotation ETF shares in Q2 2026, an estimated $127K.
BlackRock US Industry Rotation ETF made up 0.15% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #81 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock US Industry Rotation ETF in Q1 2025 and has held it in 6 quarters since.
Spectrum Planning & Advisory Services's BlackRock US Industry Rotation ETF position peaked at $3.61M in Q1 2025.
2 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q2 2026.

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