Back to COF-PN

SAGE PRIVATE WEALTH GROUP, LLC → COF-PN

SAGE PRIVATE WEALTH GROUP, LLC COF-PN Position History

COF-PN

Quarters held
4
Latest value
$522K
Q3 2026
Peak value
$20.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$17.9M
Q2 2026$20.2M
Q3 2026$19.3M
Q3 2026$522K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$522K2.7K——
Q3 2026$19.3M394.6K——
Q2 2026$20.2M410.5K——
Q1 2026$17.9M421.3K——

Other funds holding COF-PN

Other SAGE PRIVATE WEALTH GROUP, LLC positions

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FPF

First Trust - American Industrial Renaissance ETF

$21.9M
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FIRST TR EXCHANGE TRADED FD

$19.5M
BTCW

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$19.5M
BTCW

WISDOMTREE TR

$19.5M