Reitz Capital Advisors
Latest statistics and disclosures from Reitz Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, JEPQ, BND, SCHG, JEPI, and represent 73.91% of Reitz Capital Advisors's stock portfolio.
- Added to shares of these 2 stocks: CALF, JPST.
- Started 2 new stock positions in JPST, CALF.
- Reduced shares in these 4 stocks: , SPYD, BTI, .
- Sold out of its positions in BBN, BTI, KMI, SPYD.
- Reitz Capital Advisors was a net seller of stock by $-526k.
- Reitz Capital Advisors has $56M in assets under management (AUM), dropping by -0.94%.
- Central Index Key (CIK): 0001757260
Tip: Access up to 7 years of quarterly data
Positions held by Reitz Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Reitz Capital Advisors
Reitz Capital Advisors holds 22 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Reitz Capital Advisors
SEC 13F filings are viewable for Reitz Capital Advisors going back to 2018
- Reitz Capital Advisors 2024 Q1 filed April 22, 2024
- Reitz Capital Advisors 2023 Q4 filed Jan. 17, 2024
- Reitz Capital Advisors 2023 Q3 filed Oct. 16, 2023
- Reitz Capital Advisors 2023 Q2 filed July 17, 2023
- Reitz Capital Advisors 2023 Q1 filed April 26, 2023
- Reitz Capital Advisors 2022 Q4 filed Jan. 18, 2023
- Reitz Capital Advisors 2022 Q3 filed Oct. 27, 2022
- Reitz Capital Advisors 2022 Q2 filed July 20, 2022
- Reitz Capital Advisors 2022 Q1 filed April 14, 2022
- Reitz Capital Advisors 2021 Q4 filed Jan. 20, 2022
- Reitz Capital Advisors 2021 Q3 filed Oct. 18, 2021
- Reitz Capital Advisors 2021 Q2 filed July 15, 2021
- Reitz Capital Advisors 2021 Q1 filed April 14, 2021
- Reitz Capital Advisors 2020 Q4 filed Jan. 19, 2021
- Reitz Capital Advisors 2020 Q3 filed Oct. 19, 2020
- Reitz Capital Advisors 2020 Q2 filed July 14, 2020