WIM
TMAT icon

WealthPlan Investment Management’s Main Thematic Innovation ETF TMAT Stock Holding History

WealthPlan Investment Management’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,619
Closed -$432K – 570
2022
Q4 		$432K Buy
30,619
+1,554
+5% +$19.7K 0.03% 273
2022
Q3 		$376K Buy
+29,065
New +$412K 0.03% 277
2022
Q1 		$329K Buy
+22,450
New +$391K 0.02% 301

Other funds holding TMAT

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

WealthPlan Investment Management's TMAT Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Main Thematic Innovation ETF (TMAT) in Q1 2023, closing a stake of 30,619 shares — an estimated $432K sold.

WealthPlan Investment Management first reported a position in TMAT in Q1 2022 and held it in 3 quarters. The position peaked at $432K in Q4 2022. 20 funds tracked by Wall St. Rank hold TMAT as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Main Thematic Innovation ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 30,619 Main Thematic Innovation ETF shares in Q1 2023, an estimated $432K.
  • WealthPlan Investment Management first reported a position in Main Thematic Innovation ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Main Thematic Innovation ETF position peaked at $432K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.