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Equitable Holdings shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 48k 50.78
2025-06-30 $2.8M 51k 56.10