VIDI — ETF SER SOLUTIONS

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in ETF SER SOLUTIONS (VIDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.87% (2025 Q3)
Avg. % of fund
1.87%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 82,232 — — 1.87% $2.0M $31.39
% of Fund (quarterly)    VIDI price (monthly, adj. close)

Other funds also holding VIDI

As of 2025 Q4 — sorted by position size

WorthPointe, LLC 3Y 0.47% Camelot Portfolios, LLC 3Y 7Y 0.16% Vident Advisory, LLC 0.15% Summit Investment Advisory Services, LLC 3Y 0.11% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Strategic Blueprint, LLC 3Y 7Y 0.05% Insight Wealth Partners, LLC 3Y 0.03% SAPIENT CAPITAL LLC 0.02% Clarity Asset Management, Inc. 0.0% MAI Capital Management 3Y 7Y 0.0%
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