Todd Wealth Management’s StockSnips AI-Powered Sentiment US All Cap ETF NEWZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$216K Sell
7,450
-750
-9% -$22.4K 0.17% 99
2026
Q2
$246K Hold
8,200
– – 0.19% 94
2026
Q1
$227K Sell
8,200
-1,150
-12% -$31.9K 0.21% 94
2025
Q4
$254K Buy
+9,350
New +$260K 0.23% 80

Todd Wealth Management's NEWZ Position: Q3 2026 in Review

Todd Wealth Management reduced its StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) stake by 9.1% in Q3 2026, selling an estimated $22.4K and leaving 7,450 shares worth $216K. The position accounts for 0.17% of the portfolio, ranked #99.

Todd Wealth Management first reported a position in NEWZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 1 fund tracked by Wall St. Rank holds NEWZ as of Q3 2026.

  • Todd Wealth Management held 7,450 shares of StockSnips AI-Powered Sentiment US All Cap ETF worth $216K as of Q3 2026.
  • Todd Wealth Management sold 750 StockSnips AI-Powered Sentiment US All Cap ETF shares in Q3 2026, an estimated $22.4K.
  • StockSnips AI-Powered Sentiment US All Cap ETF made up 0.17% of Todd Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Todd Wealth Management first reported a position in StockSnips AI-Powered Sentiment US All Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's StockSnips AI-Powered Sentiment US All Cap ETF position peaked at $254K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held StockSnips AI-Powered Sentiment US All Cap ETF as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.