WMA
TOAK

West Michigan Advisors’s Twin Oak Short Horizon Absolute Return ETF TOAK Stock Holding History

West Michigan Advisors’s Portfolio TOAK Stock Details TOAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Buy
+10,442
New +$300K 0.06% 234

Other funds holding TOAK

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

West Michigan Advisors's TOAK Position: Q2 2026 in Review

West Michigan Advisors opened a new position in Twin Oak Short Horizon Absolute Return ETF (TOAK) in Q2 2026: 10,442 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #234 among its holdings.

6 funds tracked by Wall St. Rank hold TOAK as of Q2 2026.

  • West Michigan Advisors held 10,442 shares of Twin Oak Short Horizon Absolute Return ETF worth $301K as of Q2 2026.
  • Twin Oak Short Horizon Absolute Return ETF was a new West Michigan Advisors position in Q2 2026.
  • Twin Oak Short Horizon Absolute Return ETF made up 0.06% of West Michigan Advisors's portfolio in Q2 2026, its #234 holding.
  • 6 funds tracked by Wall St. Rank held Twin Oak Short Horizon Absolute Return ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.