StockDriftsStockDriftsTop 50 Estate Planners Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 12.55% | 2.37M | $26.1M | +3.39%(+77.84K) | $13.86(-20.74%) | 2026-03-31 | |
| PDI | PIMCO DYNAMIC INCOME FD | 10.76% | 1.31M | $22.4M | +1.22%(+15.79K) | $18.74(-10.88%) | 2026-03-31 | |
| CLOZ | SERIES PORTFOLIOS TR | 9.32% | 756.2K | $19.4M | +1.50%(+11.20K) | $26.64(-1.13%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.5% | 27.0K | $15.6M | +4.05%(+1.05K) | $606.89(+17.42%) | 2026-03-31 | |
| ARCC | ARES CAPITAL CORP | 5.88% | 679.4K | $12.2M | +0.09%(+615) | $20.32(-7.82%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 5.36% | 204.4K | $11.2M | +1.64%(+3.29K) | $58.38(+4.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.68% | 15.0K | $9.7M | -1.39%(-211) | $674.05(+10.49%) | 2026-03-31 | |
| QQQI | NEOS ETF TRUST | 3.36% | 140.9K | $7.0M | +3.29%(+4.49K) | $53.96(+2.60%) | 2026-03-31 | |
| QTUM | ETF SER SOLUTIONS | 3% | 58.1K | $6.2M | +2.78%(+1.57K) | $107.29(+44.48%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.69% | 145.7K | $5.6M | +6.39%(+8.75K) | $56.53(-38.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -31.23% | -67.48% |
| Top 20 Holdings Unweighted | -32.66% | -69.46% |
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