WealthPlan Investment Management
MRCP icon

WealthPlan Investment Management’s PGIM US Large-Cap Buffer 12 ETF March MRCP Stock Holding History

WealthPlan Investment Management’s Portfolio MRCP Stock Details MRCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$348K Sell
9,882
-6,099
-38% -$213K 0.02% 373
2026
Q2 		$550K Hold
15,981
– – 0.03% 303
2026
Q1 		$506K Sell
15,981
-2,255
-12% -$72.6K 0.03% 298
2025
Q4 		$584K Sell
18,236
-11,077
-38% -$349K 0.04% 240
2025
Q3 		$914K Buy
29,313
+797
+3% +$24.3K 0.06% 183
2025
Q2 		$850K Buy
+28,516
New +$807K 0.06% 191

Other funds holding MRCP

Cypress Financial Planning
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

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

WealthPlan Investment Management reduced its PGIM US Large-Cap Buffer 12 ETF March (MRCP) stake by 38% in Q3 2026, selling an estimated $213K and leaving 9,882 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #373.

WealthPlan Investment Management first reported a position in MRCP in Q2 2025 and has held it in 6 quarters since. The position peaked at $914K in Q3 2025. 6 funds tracked by Wall St. Rank hold MRCP as of Q3 2026.

  • WealthPlan Investment Management held 9,882 shares of PGIM US Large-Cap Buffer 12 ETF March worth $348K as of Q3 2026.
  • WealthPlan Investment Management sold 6,099 PGIM US Large-Cap Buffer 12 ETF March shares in Q3 2026, an estimated $213K.
  • PGIM US Large-Cap Buffer 12 ETF March made up 0.02% of WealthPlan Investment Management's portfolio in Q3 2026, its #373 holding.
  • WealthPlan Investment Management first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q2 2025 and has held it in 6 quarters since.
  • WealthPlan Investment Management's PGIM US Large-Cap Buffer 12 ETF March position peaked at $914K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q3 2026.

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