XY Planning Network’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

XY Planning Network’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$614K	Sell	8,770 -671	-7%	-$45.8K	0.07%	211
2026 Q2	$688K	Buy	9,441 +168	+2%	+$11.2K	0.09%	173
2026 Q1	$518K	Sell	9,273 -673	-7%	-$38.5K	0.08%	184
2025 Q4	$510K	Buy	9,946 +1,145	+13%	+$54.7K	0.09%	170
2025 Q3	$356K	Hold	8,801	–	–	0.12%	129
2025 Q2	$356K	Buy	+8,801	New	+$327K	0.12%	129

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

XY Planning Network's FRDM Position: Q3 2026 in Review

XY Planning Network reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 7.1% in Q3 2026, selling an estimated $45.8K and leaving 8,770 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #211.

XY Planning Network first reported a position in FRDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $688K in Q2 2026. 102 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

XY Planning Network held 8,770 shares of Freedom 100 Emerging Markets ETF worth $614K as of Q3 2026.
XY Planning Network sold 671 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $45.8K.
Freedom 100 Emerging Markets ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #211 holding.
XY Planning Network first reported a position in Freedom 100 Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Freedom 100 Emerging Markets ETF position peaked at $688K in Q2 2026.
102 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.