True Wealth Design’s PureCycle Technologies PCT Stock Holding History

True Wealth Design’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584	Buy	+72	New	+$646	﹤0.01%	2152
2025 Q2	–	Sell	-3	Closed	-$21	–	2762
2025 Q1	$21	Buy	+3	New	+$27	﹤0.01%	2580

Other funds holding PCT

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return