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Capitol Ser Tr shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capitol Ser Tr by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 639k 25.04

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View all positions for Simplicity Wealth

Top funds holding Capitol Ser Tr

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

View all funds holding Capitol Ser Tr