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Capitol Ser Tr shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 533k 25.48
2025-06-30 $12M 469k 25.27

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View all positions for LifeWealth Investments

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