Planning Strategies Inc.’s Critical Metals Corp CRML Stock Holding History

Planning Strategies Inc.’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.69K	Buy	+750	New	+$8.02K	﹤0.01%	365

Other funds holding CRML

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s CRML Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Critical Metals Corp (CRML) in Q2 2026: 750 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

40 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

Planning Strategies Inc. held 750 shares of Critical Metals Corp worth $7.69K as of Q2 2026.
Critical Metals Corp was a new Planning Strategies Inc. position in Q2 2026.
Critical Metals Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #365 holding.
40 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.