Thurston Springer Miller Herd & Titak’s iShares S&P 100 ETF OEF Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.4K	Buy	+135	New	+$48.4K	0.02%	475
2025 Q3	–	Sell	-136	Closed	-$41.4K	–	1105
2025 Q2	$41.4K	Buy	136 +76	+127%	+$21.2K	0.01%	735
2025 Q1	$16.2K	Sell	60 -10	-14%	-$2.87K	﹤0.01%	952
2024 Q4	$20.4K	Buy	70 +25	+56%	+$7.15K	﹤0.01%	721
2024 Q3	$12.5K	Buy	+45	New	+$12K	﹤0.01%	957

Other funds holding OEF

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return