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
Q1 		$3.37M Buy
+140,954
New +$3.58M 0.19% 116

Other funds holding TRUT

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $831M AUM 22.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return
DAS
Daybright Advisory Services Miami, Florida $361M AUM
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return