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Northwest Wealth Advisors, LLC → CP

Northwest Wealth Advisors, LLC CP Position History

Canadian Pacific Kansas City Limited • Industrials

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q1 2026$3.9M
Q2 2026$5.1M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M48.8K——
Q2 2026$5.1M43.6K——
Q1 2026$3.9M40.4K——
Q4 2025$3.9M37.1K——

Other funds holding CP

Other Northwest Wealth Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$20.5M
ETHA

ISHARES TR

$18.9M
ETHA

ISHARES TR

$15.8M
STT-PG

SPDR SERIES TRUST

$14.8M
STT-PG

SPDR SERIES TRUST

$13.7M
STT-PG

SPDR SERIES TRUST

$12.3M
ETHA

ISHARES TR

$11.9M