Financial Enhancement Group LLC - CAPITOL SER TR ownership

CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 23 filers reported holding CAPITOL SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Enhancement Group LLC ownership history of CAPITOL SER TR
ValueSharesWeighting
Q1 2023$5,951,257
-11.5%
249,164
-11.0%
1.16%
-10.3%
Q4 2022$6,724,985
-1.7%
280,091
-8.6%
1.29%
-18.5%
Q3 2022$6,839,000306,2911.58%
Other shareholders
CAPITOL SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,234,107$53,115,8999.87%
Vantage Financial Partners, LLC 257,266$6,116,4912.29%
Lokken Investment Group LLC 119,727$2,846,5131.86%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 67,137$1,611,9591.21%
RiverTree Advisors, LLC 33,727$801,8590.58%
Hudson Value Partners, LLC 43,884$1,040,4700.53%
Hudock, Inc. 76,704$1,823,6380.43%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 265,973$6,323,5080.41%
Insight Wealth Partners, LLC 39,549$940,2780.22%
Core Wealth Advisors, Inc. 14,044$333,9010.13%
View complete list of CAPITOL SER TR shareholders