VestGen Advisors
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VestGen Advisors’s iShares Prime Money Market ETF PMMF Stock Holding History

VestGen Advisors’s Portfolio PMMF Stock Details PMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,587
Closed -$861K – 1229
2026
Q2 		$861K Buy
+8,587
New +$861K 0.03% 498

Other funds holding PMMF

Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Philadelphia Investment Partners
Philadelphia Investment Partners Voorhees, New Jersey $163M AUM
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Sulzberger Capital Advisors
Sulzberger Capital Advisors Miami, Florida $101M AUM 12.74% 1-Year Est. Return

VestGen Advisors's PMMF Position: Q3 2026 in Review

VestGen Advisors sold out of iShares Prime Money Market ETF (PMMF) in Q3 2026, closing a stake of 8,587 shares — an estimated $861K sold.

VestGen Advisors first reported a position in PMMF in Q2 2026 and held it in 1 quarter. The position peaked at $861K in Q2 2026. 20 funds tracked by Wall St. Rank hold PMMF as of Q3 2026.

  • VestGen Advisors reported no remaining iShares Prime Money Market ETF position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 8,587 iShares Prime Money Market ETF shares in Q3 2026, an estimated $861K.
  • VestGen Advisors first reported a position in iShares Prime Money Market ETF in Q2 2026 and held it in 1 quarter.
  • VestGen Advisors's iShares Prime Money Market ETF position peaked at $861K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.