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Capitol Ser Tr shares owned by Family Wealth Group

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Family Wealth Group from 13F filings

Historical chart of Family Wealth Group investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capitol Ser Tr by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 254k 25.36
2025-09-30 $6.4M 250k 25.48
2025-06-30 $6.0M 237k 25.27

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Ishares Tr Core Msci Intl (IDEV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

Top funds holding Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Howard Bailey Securities
Key Capital Management
LifeWealth Investments
Goldman Sachs Group
Global Wealth Management Investment Advisory
Family Wealth Group
Quest 10 Wealth Builders
Centennial Advisors
FSA Advisors
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Decker Retirement Planning

View all funds holding Capitol Ser Tr