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Capitol Ser Tr shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 15k 25.09

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Select Sector Spdr Tr State Street Com (XLC)
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View all positions for Foundations Investment Advisors

Top funds holding Capitol Ser Tr

AE Wealth Management
Lloyd Advisory Services
Kingdom Financial Group
CWA Asset Management
Howard Bailey Securities
Key Capital Management
LifeWealth Investments
Family Wealth Group
Global Wealth Management Investment Advisory
Quest 10 Wealth Builders
Citadel Advisors
FLP Wealth Management
Centennial Advisors
FSA Advisors
Triad Wealth Partners

View all funds holding Capitol Ser Tr