JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC opened 9 positions, added to 11, reduced 2, sold out of 6 and left 0 unchanged. The largest increase in value was SPYG (+$8,856,375); the largest decrease was SPYG (-$6,903,554).
- EALT: Country of operation —; Class INNOVATOR US EQ; Shares 2026-03-31 25,701; Shares 2026-06-30 29,609.
- HAWX: Country of operation —; Class MSCI ACWI EXUS; Shares 2026-03-31 11,550; Shares 2026-06-30 12,106.
- BFRZ: Country of operation —; Class EQUITY MNGD 100; Shares 2026-03-31 14,169; Shares 2026-06-30 17,017.
- POCT: Country of operation —; Class US EQTY PWR BUF; Shares 2026-03-31 7,557; Shares 2026-06-30 8,681.
Two Form 13F-HR filings compared (SEC CIK 2122180): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.
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