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Capitol Ser Tr shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 265k 25.48
2025-06-30 $6.8M 268k 25.27

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View all positions for Global Wealth Management Investment Advisory

Top funds holding Capitol Ser Tr

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

View all funds holding Capitol Ser Tr