Wealth Planning Services ETF List

ETFs which hold one or more stocks tagged as: Wealth Planning Services

Symbol Grade Name Weight
IAI B iShares U.S. Broker-Dealers ETF 12.44
KBWB A PowerShares KBW Bank Portfolio ETF 8.71
BOUT A Innovator IBD Breakout Opportunities ETF 4.47
DIVL A Madison Dividend Value ETF 4.29
SAMM B Strategas Macro Momentum ETF 4.28
GSIB A Themes Global Systemically Important Banks ETF 3.96
RUFF B Alpha Dog ETF 3.92
JHAC A John Hancock Fundamental All Cap Core ETF 3.84
FDV C Federated Hermes U.S. Strategic Dividend ETF 3.52
CCOR D Cambria Core Equity ETF 3.21
DHS A WisdomTree High-Yielding Equity Fund 3.16
GABF B Gabelli Financial Services Opportunities ETF 2.94
QUVU C Hartford Quality Value ETF 2.67
IYG A iShares U.S. Financial Services ETF 2.57
BDIV D AAM Brentview Dividend Growth ETF 2.54
IYF B iShares U.S. Financial ETF 2.45
ACSI A American Customer Satisfaction Core Alpha ETF 2.43
TBG B TBG Dividend Focus ETF 2.33
XLF A SPDR Select Sector Fund - Financial 2.27
DGRW C WisdomTree U.S. Dividend Growth Fund 2.24
MBOX D Freedom Day Dividend ETF 2.24
LGRO B Level Four Large Cap Growth Active ETF 2.21
DIVZ C TrueShares Low Volatility Equity Income ETF 2.2
JPEF B JPMorgan Equity Focus ETF 2.11
CVRD A Madison Covered Call ETF 2.08
FNCL B Fidelity MSCI Financials Index ETF 1.89
JDIV F JPMorgan Dividend Leaders ETF 1.88
KCE B SPDR S&P Capital Markets ETF 1.85
VFH B Vanguard Financials ETF - DNQ 1.74
NUDV C Nuveen ESG Dividend ETF 1.69
PWV C PowerShares Dynamic LargeCap Value 1.63
RSPF B Invesco S&P 500 Equal Weight Financial ETF 1.58
CGDG C Capital Group Dividend Growers ETF 1.5
SIXA C 6 Meridian Mega Cap Equity ETF 1.5
FAS B Direxion Financial Bull 3X Shares 1.49
SPDG C SPDR Portfolio S&P Sector Neutral Dividend ETF 1.48
SIXH B 6 Meridian Hedged Equity-Index Option Strategy ETF 1.47
NULC B Nuveen ESG Large-Cap ETF 1.41
NULV C NuShares ESG Large-Cap Value ETF 1.38
SPYD C SPDR S&P 500 High Dividend ETF 1.33
IXG B iShares Global Financial ETF 1.31
INCE C Franklin Income Equity Focus ETF 1.3
DGRO C iShares Core Dividend Growth ETF 1.3
UYG B ProShares Ultra Financials 1.27
ESGA C American Century Sustainable Equity ETF 1.26
DIVG C Invesco S&P 500 High Dividend Growers ETF 1.26
DIVB B iShares U.S. Dividend and Buyback ETF 1.24
SEF F ProShares Short Financials 1.19
SKF D ProShares UltraShort Financials 1.19
EQWL B PowerShares Russell Top 200 Equal Weight Portfolio 1.17
PY C Principal Shareholder Yield Index ETF 1.15
FXO B First Trust Financials AlphaDEX 1.1
FEUS B FlexShares ESG & Climate US Large Cap Core Index Fund 1.09
DLN B WisdomTree LargeCap Dividend Fund 1.08
FAZ F Direxion Financial Bear 3X Shares 1.07
INCM C Franklin Income Focus ETF 1.06
FDRR B Fidelity Dividend ETF for Rising Rates 1.06
FYLG A Global X Financials Covered Call & Growth ETF 1.06
CDC C Compass EMP U S EQ Income 100 Enhanced Volatility Weighted Fund 1.06
CDL C Compass EMP US Large Cap High Dividend 100 Volatility Weighted Index ETF 1.06
SNPV B Xtrackers S&P ESG Value ETF 1.05
ADME C Aptus Drawdown Managed Equity ETF 1.03
ACIO A Aptus Collared Income Opportunity ETF 1.03
SUSA C iShares MSCI USA ESG Select ETF 1.01
GINX D SGI Enhanced Global Income ETF 0.99
EVUS C iShares ESG Aware MSCI USA Value ETF 0.97
TDVG D T. Rowe Price Dividend Growth ETF 0.96
DTD B WisdomTree Total Dividend Fund 0.94
DFLV B Dimensional US Large Cap Value ETF 0.93
STXV C Strive 1000 Value ETF 0.92
HAPI A Harbor Corporate Culture ETF 0.91
JAVA A JPMorgan Active Value ETF 0.88
DFUV B Dimensional US Marketwide Value ETF 0.87
QDF C FlexShares Quality Dividend Index Fund 0.86
UDIV A Franklin U.S. Core Dividend Tilt Index ETF 0.84
PFM C PowerShares Dividend Achievers 0.84
DCAP B Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 0.83
DEW C WisdomTree Europe High-Yielding Equity Fund 0.82
PFIX A Simplify Interest Rate Hedge ETF 0.81
MODL A VictoryShares WestEnd U.S. Sector ETF 0.81
IWX C iShares Russell Top 200 Value ETF 0.79
MGV C Vanguard Mega Cap Value ETF 0.73
WTV B WisdomTree U.S. Value Fund 0.73
KVLE B KFA Value Line Dynamic Core Equity Index ETF 0.71
USXF B iShares ESG Advanced MSCI USA ETF 0.7
SPYV C SPDR S&P 500 Value ETF (based on S&P 500 Value Index) 0.7
RWL C RevenueShares Large Cap ETF 0.7
IVE C iShares S&P 500 Value ETF 0.7
VYM B Vanguard High Dividend Yield ETF - DNQ 0.68
RSPE C Invesco ESG S&P 500 Equal Weigh 0.65
IUSV C iShares Core U.S. Vaue ETF 0.65
FDM B First Trust DJ Select MicroCap ETF 0.64
QLC B FlexShares US Quality Large Cap Index Fund 0.62
CGCV C Capital Group Conservative Equity ETF 0.61
VOOV C Vanguard S&P 500 Value ETF 0.61
SCHV C Schwab U.S. Large-Cap Value ETF 0.61
WOMN C Impact Shares YWCA Womenas Empowerment ETF 0.6
LCDS A JPMorgan Fundamental Data Science Large Core ETF 0.6
FTA C First Trust Large Cap Value AlphaDEX Fund (based onthe Defined Large Cap Value Index 0.6
IQSU C IQ Candriam ESG US Equity ETF 0.6
VTV C Vanguard Value ETF - DNQ 0.58
VLU B SPDR S&P 1500 Value Tilt ETF 0.57
ILCV C iShares Morningstar Value ETF 0.57
OALC B OneAscent Large Cap Core ETF 0.56
TVAL C T. Rowe Price Exchange-Traded Funds, Inc. T. Rowe Price Value ETF 0.56
FDVV B Fidelity Core Dividend ETF 0.54
EPS A WisdomTree Earnings 500 Fund 0.54
DSI A iShares KLD 400 Social Index Fund 0.54
USSG B Xtrackers MSCI USA ESG Leaders Equity ETF 0.53
SUSL B iShares ESG MSCI USA Leaders ETF 0.53
PRF B Powershares FTSE RAFI US 1000 Portfolio 0.53
JCTR B JPMorgan Carbon Transition U.S. Equity ETF 0.53
KRMA A Global X Conscious Companies ETF 0.52
IOO C iShares Global 100 ETF 0.52
IWD C iShares Russell 1000 Value ETF 0.51
GVUS C Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.51
NANC A Series Portfolios Trust Unusual Whales Subversive Democratic Trading ETF 0.5
ESGU B iShares MSCI USA ESG Optimized ETF 0.48
SFY A SoFi Select 500 ETF 0.47
NACP B Impact Shares NAACP Minority Empowerment ETF 0.47
FVD C First Trust VL Dividend 0.47
GLBL F Pacer MSCI World Industry Advantage ETF 0.46
VONV C Vanguard Russell 1000 Value ETF 0.45
SPXT A ProShares S&P 500 Ex-Technology ETF 0.44
INRO A BlackRock U.S. Industry Rotation ETF 0.44
OEF A iShares S&P 100 ETF 0.43
FNDX B Schwab Fundamental U.S. Large Company Index ETF 0.42
XYLE B Global X S&P 500 ESG Covered Call ETF 0.42
EFIV B SPDR S&P 500 ESG ETF 0.42
FELV B Fidelity Enhanced Large Cap Value ETF 0.41
HKND C Humankind US Stock ETF 0.41
JUST B Goldman Sachs JUST U.S. Large Cap Equity ETF 0.41
TCHP B T. Rowe Price Blue Chip Growth ETF 0.41
SNPE B Xtrackers S&P 500 ESG ETF 0.41
GINN A Goldman Sachs Innovate Equity ETF 0.41
USCA A Xtrackers MSCI USA Climate Action Equity ETF 0.4
AVSU B Avantis Responsible U.S. Equity ETF 0.4
NTSX C WisdomTree 90/60 U.S. Balanced Fund 0.39
FNDB B Schwab Fundamental U.S. Broad Market Index ETF 0.39
HLGE C Hartford Longevity Economy ETF 0.39
HDUS A Hartford Disciplined US Equity ETF 0.38
GSPY A Gotham Enhanced 500 ETF 0.37
GSST A Goldman Sachs Access Ultra Short Bond ETF 0.37
MMTM B SPDR S&P 1500 Momentum Tilt ETF 0.37
GDE B WisdomTree Efficient Gold Plus Equity Strategy Fund 0.36
PHEQ B Parametric Hedged Equity ETF 0.35
CATH B Global X S&P 500 Catholic Values ETF 0.35
SPYI A NEOS S&P 500 High Income ETF 0.35
RVRB A Reverb ETF 0.35
CGUS A Capital Group Core Equity ETF 0.35
QVML A Invesco S&P 500 QVM Multi-factor ETF 0.34
SPXV A ProShares S&P 500 Ex-Health Care ETF 0.34
TEQI C T. Rowe Price Equity Income ETF 0.33
IWL A iShares Russell Top 200 ETF 0.33
XVV B iShares ESG Screened S&P 500 ETF 0.33
AVLC A Avantis U.S. Large Cap Equity ETF 0.32
VFVA B Vanguard Wellington Fund ETF 0.32
USNZ C Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.32
DFSU B Dimensional US Sustainability Core 1 ETF 0.32
GPIX B Goldman Sachs S&P 500 Core Premium Income ETF 0.32
GSUS A Goldman Sachs MarketBeta U.S. Equity ETF 0.31
SPYX B SPDR S&P 500 Fossil Fuel Free ETF 0.31
JHML B John Hancock Multifactor Large Cap ETF 0.31
MGC A Vanguard Mega Cap ETF 0.31
XYLD C Global X S&P 500 Covered Call ETF 0.31
SPXE A ProShares S&P 500 Ex-Energy ETF 0.31
SFLR B Innovator Equity Managed Floor ETF 0.31
XYLG C Global X S&P 500 Covered Call & Growth ETF 0.3
SPLG B SPDR Portfolio Large Cap ETF 0.3
VOTE A Engine No. 1 Transform 500 ETF 0.3
FAB C First Trust Multi Cap Value AlphaDEX Fund 0.3
FEX B First Trust Large Cap Core AlphaDEX 0.3
XCLR A Global X S&P 500 Collar 95-110 ETF 0.3
PBP A PowerShares S&P 500 BuyWrite Portfolio 0.3
XTR A Global X S&P 500 Tail Risk ETF 0.3
PTLC B Pacer Trendpilot 750 ETF 0.3
AVUS B Avantis U.S. Equity ETF 0.3
SPY B SPDR S&P 500 0.3
VWI C Trust For Advised Portfolios Arch Indices VOI Absolute Income Fund 0.3
ACVF B American Conservative Values ETF 0.3
IVV B iShares Core S&P 500 ETF 0.3
STRV A Strive 500 ETF 0.3
XRMI A Global X S&P 500 0.3
ONOF B Global X Adaptive U.S. Risk Management ETF 0.3
USPX A Franklin U.S. Equity Index ETF 0.29
PBUS A Invesco PureBeta MSCI USA ETF 0.29
ISPY C ProShares S&P 500 High Income ETF 0.29
BBUS A JPMorgan BetaBuilders U.S. Equity ETF 0.29
ILCB A iShares Morningstar U.S. Equity ETF 0.29
SPGM C SPDR Portfolio MSCI Global Stock Market ETF 0.28
SCHX A Schwab U.S. Large-Cap ETF 0.28
GUSA A Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.28
DUBS A Aptus Large Cap Enhanced Yield ETF 0.27
STOT B SPDR DoubleLine Short Duration Total Return Tactical ETF 0.27
SPTM B SPDR Portfolio Total Stock Market ETF 0.27
VOO B Vanguard S&P 500 ETF 0.27
SCHK A Schwab 1000 ETF 0.27
QDPL B Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.27
BKLC A BNY Mellon US Large Cap Core Equity ETF 0.27
IYY A iShares Dow Jones U.S. ETF 0.27


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