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WR Wealth Planners’s REX FANG & Innovation Equity Premium Income ETF FEPI Stock Holding History

WR Wealth Planners’s Portfolio FEPI Stock Details FEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49
Closed -$2.51K – 1133
2024
Q3 		$2.51K Buy
+49
New +$2.53K ﹤0.01% 861

Other funds holding FEPI

ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WR Wealth Planners's FEPI Position: Q4 2024 in Review

WR Wealth Planners sold out of REX FANG & Innovation Equity Premium Income ETF (FEPI) in Q4 2024, closing a stake of 49 shares — an estimated $2.51K sold.

WR Wealth Planners first reported a position in FEPI in Q3 2024 and held it in 1 quarter. The position peaked at $2.51K in Q3 2024. 35 funds tracked by Wall St. Rank hold FEPI as of Q4 2024.

  • WR Wealth Planners reported no remaining REX FANG & Innovation Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 49 REX FANG & Innovation Equity Premium Income ETF shares in Q4 2024, an estimated $2.51K.
  • WR Wealth Planners first reported a position in REX FANG & Innovation Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • WR Wealth Planners's REX FANG & Innovation Equity Premium Income ETF position peaked at $2.51K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held REX FANG & Innovation Equity Premium Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.