Institutions / Estate Counselors, LLC / Activity
Activity — Estate Counselors, LLC
128 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 26922B519 Common stock | $-24.30M | -741K -5.98% | 11,639,514 32.83% of portfolio | medium |
| Q2 2026 as of | New | 46138G870 Common stock | $21.34M | +878K | 877,991 1.84% of portfolio | medium |
| Q2 2026 as of | New | 46138G508 Common stock | $21.34M | +1.0M | 1,047,578 1.83% of portfolio | medium |
| Q2 2026 as of | New | 78468R663 Common stock | $21.22M | +232K | 231,565 1.82% of portfolio | medium |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $20.95M | +205K | 205,090 1.80% of portfolio | medium |
| Q2 2026 as of | Trim | 921909768 Common stock | $-19.74M | -231K -43.81% | 296,146 2.18% of portfolio | medium |
| Q2 2026 as of | Trim | 922908769 Common stock | $-14.34M | -39K -93.44% | 2,721 0.09% of portfolio | medium |
| Q2 2026 as of | Trim | Western Digital Corp Common stock | $-14.08M | -22K -86.15% | 3,545 0.19% of portfolio | medium |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-12.99M | -68K -63.39% | 39,380 0.65% of portfolio | medium |
| Q2 2026 as of | Trim | Micron Technology Inc Common stock | $-12.09M | -10K -83.64% | 2,048 0.20% of portfolio | medium |
| Q2 2026 as of | Exit | 464288653 Common stock | $-11.95M | -118K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 464288281 Common stock | $11.18M | +116K +102.99% | 228,425 1.89% of portfolio | medium |
| Q2 2026 as of | Exit | 464287440 Common stock | $-11.17M | -116K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 92204A405 Common stock | $-11.00M | -82K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 92206C813 Common stock | $-10.73M | -141K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 81369Y407 Common stock | $-10.22M | -86K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 464288588 Common stock | $-10.12M | -107K -91.86% | 9,485 0.08% of portfolio | medium |
| Q2 2026 as of | Exit | 81369Y852 Common stock | $-9.80M | -83K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 92206C102 Common stock | $-8.66M | -148K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 921937827 Common stock | $-8.30M | -105K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Lumentum Hldgs Inc Common stock | $-8.11M | -9K -82.23% | 2,044 0.15% of portfolio | medium |
| Q2 2026 as of | Trim | Seagate Technology Holdings PLC Common stock | $-7.88M | -8K -75.35% | 2,671 0.22% of portfolio | medium |
| Q2 2026 as of | Add | 78464A359 Common stock | $7.84M | +73K +54.53% | 205,995 1.91% of portfolio | medium |
| Q2 2026 as of | New | 233051432 Common stock | $7.81M | +214K | 213,826 0.67% of portfolio | medium |
| Q2 2026 as of | New | 78468R853 Common stock | $7.62M | +132K | 132,101 0.66% of portfolio | medium |
| Q2 2026 as of | New | 464287507 Common stock | $7.59M | +98K | 98,473 0.65% of portfolio | medium |
| Q2 2026 as of | Exit | 46090E103 Common stock | $-7.54M | -12K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Ciena Corp Common stock | $-7.53M | -15K -81.69% | 3,442 0.15% of portfolio | medium |
| Q2 2026 as of | Trim | 81369Y209 Common stock | $-7.18M | -45K -42.87% | 60,353 0.82% of portfolio | medium |
| Q2 2026 as of | New | 464287598 Common stock | $6.89M | +28K | 28,438 0.59% of portfolio | medium |
| Q2 2026 as of | Add | 922908736 Common stock | $6.76M | +78K +552.72% | 92,628 0.69% of portfolio | medium |
| Q2 2026 as of | Trim | 464288679 Common stock | $-6.57M | -60K -83.33% | 11,905 0.11% of portfolio | medium |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $6.51M | +60K | 59,695 0.56% of portfolio | medium |
| Q2 2026 as of | Exit | 464287614 Common stock | $-6.51M | -14K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 92204A306 Common stock | $-6.50M | -43K -38.16% | 70,139 0.91% of portfolio | medium |
| Q2 2026 as of | Trim | 921937835 Common stock | $-6.11M | -83K -41.56% | 117,143 0.74% of portfolio | medium |
| Q2 2026 as of | New | 78467Y107 Common stock | $6.11M | +9K | 8,681 0.52% of portfolio | medium |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-5.97M | -34K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 922908744 Common stock | $5.58M | +26K +541.35% | 30,323 0.57% of portfolio | medium |
| Q2 2026 as of | Exit | Robinhood Markets, Inc. Common stock | $-5.58M | -49K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Nextpower Inc. Common stock | $-5.46M | -63K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 81369Y704 Common stock | $-5.27M | -28K -46.83% | 32,311 0.51% of portfolio | medium |
| Q2 2026 as of | Exit | 81369Y886 Common stock | $-5.27M | -123K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 81369Y860 Common stock | $5.07M | +115K +2279.19% | 120,268 0.46% of portfolio | medium |
| Q2 2026 as of | Exit | Newmont Corp Common stock | $-4.95M | -50K -100.00% | 0 | low |
| Q2 2026 as of | Exit | GE Vernova Inc. Common stock | $-4.77M | -7K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Elanco Animal Health Inc Common stock | $-4.77M | -211K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Broadcom Inc. Common stock | $-4.75M | -14K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Comfort Systems USA Inc Common stock | $-4.59M | -5K -100.00% | 0 | low |
| Q2 2026 as of | Add | 81369Y605 Common stock | $4.49M | +84K +94.45% | 172,350 0.79% of portfolio | low |