Planning Strategies Inc.’s CubeSmart CUBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358	Buy	+9	New	+$358	﹤0.01%	919

Other funds holding CUBE

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in CubeSmart (CUBE) in Q2 2026: 9 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

115 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Planning Strategies Inc. held 9 shares of CubeSmart worth $358 as of Q2 2026.
CubeSmart was a new Planning Strategies Inc. position in Q2 2026.
CubeSmart made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #919 holding.
115 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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