WIM
TRUT

WealthPlan Investment Management’s VanEck Technology TruSector ETF TRUT Stock Holding History

WealthPlan Investment Management’s Portfolio TRUT Stock Details TRUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09M Sell
130,281
-10,673
-8% -$315K 0.2% 103
2026
Q1 		$3.37M Buy
+140,954
New +$3.58M 0.19% 116

Other funds holding TRUT

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
DAS
Daybright Advisory Services Miami, Florida $419M AUM
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPlan Investment Management's TRUT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its VanEck Technology TruSector ETF (TRUT) stake by 7.6% in Q2 2026, selling an estimated $315K and leaving 130,281 shares worth $4.09M. The position accounts for 0.2% of the portfolio, ranked #103.

WealthPlan Investment Management first reported a position in TRUT in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold TRUT as of Q2 2026.

  • WealthPlan Investment Management held 130,281 shares of VanEck Technology TruSector ETF worth $4.09M as of Q2 2026.
  • WealthPlan Investment Management sold 10,673 VanEck Technology TruSector ETF shares in Q2 2026, an estimated $315K.
  • VanEck Technology TruSector ETF made up 0.2% of WealthPlan Investment Management's portfolio in Q2 2026, its #103 holding.
  • WealthPlan Investment Management first reported a position in VanEck Technology TruSector ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held VanEck Technology TruSector ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.