Portfolio (Quarterly)
Guide ↗
Ignite Planners, LLC
· CIK 0001849348| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | VRIG | INVESCO ACTIVELY MANAGED EXC | — | 10,673.0 | $268K | 0.04% | NEW | — | $25.07 | +0.2% |
| 362 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 5,729.0 | $263K | 0.04% | -848.0 | -12.9% | $45.95 | -1.8% |
| 363 | IBBQ | INVESCO EXCH TRADED FD TR II | — | 7,954.0 | $260K | 0.04% | +252.0 | +3.3% | $32.72 | +10.9% |
| 364 | IWM | ISHARES TR | — | 867.0 | $260K | 0.04% | NEW | — | $300.15 | -0.1% |
| 365 | IRM | IRON MTN INC DEL | Real Estate | 2,042.0 | $258K | 0.04% | — | — | $126.31 | -3.4% |
| 366 | DHR | DANAHER CORP DEL | Healthcare | 1,353.0 | $258K | 0.04% | +48.0 | +3.7% | $190.52 | +14.9% |
| 367 | BKCH | GLOBAL X FDS | — | 3,424.0 | $257K | 0.04% | NEW | — | $75.03 | -6.2% |
| 368 | GPIX | GOLDMAN SACHS ETF TR | — | 4,618.0 | $257K | 0.04% | — | — | $55.57 | +0.9% |
| 369 | IVW | ISHARES TR | — | 1,860.0 | $256K | 0.04% | — | — | $137.53 | +0.9% |
| 370 | LOW | LOWES COS INC | Consumer Cyclical | 1,147.0 | $253K | 0.04% | -334.0 | -22.6% | $220.59 | -2.0% |
| 371 | BIV | VANGUARD BD INDEX FDS | — | 3,292.0 | $252K | 0.04% | -662.0 | -16.7% | $76.70 | -1.7% |
| 372 | UBER | UBER TECHNOLOGIES INC | Technology | 3,494.0 | $252K | 0.04% | +32.0 | +0.9% | $72.24 | +9.1% |
| 373 | AMP | AMERIPRISE FINL INC | Financial Services | 542.0 | $249K | 0.03% | — | — | $458.76 | +21.1% |
| 374 | EWU | ISHARES TR | — | 5,332.0 | $246K | 0.03% | NEW | — | $46.14 | +6.1% |
| 375 | IEO | ISHARES TR | — | 2,225.0 | $244K | 0.03% | +709.0 | +46.8% | $109.84 | +24.7% |
| 376 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 4,103.0 | $244K | 0.03% | -990.0 | -19.4% | $59.54 | +2.6% |
| 377 | VNQ | VANGUARD INDEX FDS | — | 2,529.0 | $244K | 0.03% | -125.0 | -4.7% | $96.44 | +2.1% |
| 378 | CFG | CITIZENS FINL GROUP INC | Financial Services | 3,477.0 | $244K | 0.03% | NEW | — | $70.13 | -0.4% |
| 379 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 853.0 | $243K | 0.03% | NEW | — | $284.95 | -20.6% |
| 380 | AMLP | ALPS ETF TR | — | 4,655.0 | $242K | 0.03% | +637.0 | +15.8% | $51.92 | +5.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.6%
Financial Services
21.9%
Consumer Cyclical
9.1%
Industrials
7.9%
Communication Services
6.9%
Healthcare
6.1%
Consumer Defensive
5.4%
Energy
3.3%
Real Estate
2.4%
Utilities
2.0%