Back to EPDU
Planning Strategies Inc. → EPDU
Planning Strategies Inc. EPDU Position History
EPDU
Quarters held
2
Latest value
$2.4M
Q3 2026
Peak value
$2.5M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2.5M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 68.5K | — | — |
| Q2 2026 | $2.5M | 68.4K | — | — |
Other funds holding EPDU
$873.4M
$798.6M
$509.5M
$501.8M
$501.7M
$476.4M
$435.4M
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF