WIM
HELP

WealthPlan Investment Management’s Helus Pharma Inc. Common Stock HELP Stock Holding History

WealthPlan Investment Management’s Portfolio HELP Stock Details HELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Buy
+103,500
New +$1.08M 0.06% 202

Other funds holding HELP

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WealthPlan Investment Management's HELP Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in Helus Pharma Inc. Common Stock (HELP) in Q3 2026: 103,500 shares worth $1.27M. The stake represents 0.06% of the portfolio and ranks #202 among its holdings.

8 funds tracked by Wall St. Rank hold HELP as of Q3 2026.

  • WealthPlan Investment Management held 103,500 shares of Helus Pharma Inc. Common Stock worth $1.27M as of Q3 2026.
  • Helus Pharma Inc. Common Stock was a new WealthPlan Investment Management position in Q3 2026.
  • Helus Pharma Inc. Common Stock made up 0.06% of WealthPlan Investment Management's portfolio in Q3 2026, its #202 holding.
  • 8 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.