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Royce Micro Capital Trust shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Royce Micro Capital Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Micro Capital Trust held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Micro Capital Trust by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $145k 14k 10.43
2025-09-30 $144k 14k 10.39
2025-06-30 $129k 14k 9.25

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View all positions for JFS Wealth Advisors

Top funds holding Royce Micro Capital Trust

Saba Capital Management
Modern Wealth Management
LPL Financial
Allspring Global Investments Holdings
Alexander Randolph Advisory
UBS Group
Rivernorth Capital Management
Shaker Financial Services
Punch & Associates Investment Management
Blue Bell Private Wealth Management
Flagship Harbor Advisors
Wells Fargo & Company
Mraz, Amerine & Associates
Raymond James Financial
Fca Corp

View all funds holding Royce Micro Capital Trust