VIPI
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Vista Investment Partners II’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Vista Investment Partners II’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
14,996
+7,693
+105% +$514K 0.43% 67
2026
Q1 		$399K Sell
7,303
-4,599
-39% -$263K 0.18% 105
2025
Q4 		$610K Buy
+11,902
New +$569K 0.26% 86

Other funds holding FRDM

TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Vista Investment Partners II's FRDM Position: Q2 2026 in Review

Vista Investment Partners II increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 105% in Q2 2026, buying an estimated $514K and bringing the position to 14,996 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #67.

Vista Investment Partners II first reported a position in FRDM in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • Vista Investment Partners II held 14,996 shares of Freedom 100 Emerging Markets ETF worth $1.09M as of Q2 2026.
  • Vista Investment Partners II bought 7,693 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $514K.
  • Freedom 100 Emerging Markets ETF made up 0.43% of Vista Investment Partners II's portfolio in Q2 2026, its #67 holding.
  • Vista Investment Partners II first reported a position in Freedom 100 Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.