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Capitol Ser Tr shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Capitol Ser Tr shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Capitol Ser Tr

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All positions including Capitol Ser Tr held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 2.0k 22.80
2025-12-31 $49k 2.0k 24.76
2023-06-30 $48M 2.1M 22.69
2023-03-31 $41M 2.1M 19.49
2022-12-31 $27M 1.7M 16.06

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Top funds holding Capitol Ser Tr

Strategic Wealth Partners

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