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Crossamerica Partners shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Crossamerica Partners (CAPL) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Crossamerica Partners

Tip: Access up to 7 years of quarterly data

All positions including Crossamerica Partners held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Crossamerica Partners by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 100 21.03
2025-06-30 $2.1k 100 20.92
2025-03-31 $2.5k 100 24.57

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View all positions for Smallwood Wealth Investment Management

Top funds holding Crossamerica Partners

Invesco
Mirae Asset Global Etfs Holdings
ClearBridge Advisors
Jpmorgan Chase & Co
Raymond James Financial
First Trust Advisors
Quadrant Private Wealth Management
Blackstone Group
LPL Financial
Mariner Wealth Advisors
NewEdge Wealth
U.S. Capital Wealth Advisors
Morgan Stanley
Stifel Financial
Bramshill Investments

View all funds holding Crossamerica Partners