JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC opened 11 positions, added to 12, reduced 18 and sold out of 28.
- Q2 2026: Stock EALT; Country of operation —; Class INNOVATOR US EQ; Shares before 25,701.
- Q2 2026: Stock HAWX; Country of operation —; Class MSCI ACWI EXUS; Shares before 11,550.
- Q2 2026: Stock BFRZ; Country of operation —; Class EQUITY MNGD 100; Shares before 14,169.
- Q2 2026: Stock POCT; Country of operation —; Class US EQTY PWR BUF; Shares before 7,557.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2122180), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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