Planning Strategies Inc.’s PENN Entertainment PENN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59K	Buy	+168	New	+$3.01K	﹤0.01%	468

Other funds holding PENN

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $152M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

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

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

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in PENN Entertainment (PENN) in Q2 2026: 168 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

103 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

Planning Strategies Inc. held 168 shares of PENN Entertainment worth $3.59K as of Q2 2026.
PENN Entertainment was a new Planning Strategies Inc. position in Q2 2026.
PENN Entertainment made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #468 holding.
103 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

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