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Capital Advisors, Ltd. LLC → GROW

Capital Advisors, Ltd. LLC GROW Position History

U.S. Global Investors, Inc. • Financial Services

Quarters held
3
Latest value
$6K
Q3 2026
Peak value
$7K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$5K
Q2 2026$7K
Q3 2026$6K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6K219——
Q2 2026$7K219——
Q1 2026$5K219——

Other funds holding GROW

Other Capital Advisors, Ltd. LLC positions

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SPY

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ETHA

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$70.1M
ETHA

ISHARES TR

$69.3M
ETHA

ISHARES TR

$68.1M
ETHA

ISHARES TR

$60.4M
Capital Advisors, Ltd. LLC GROW Holdings: 13F Position History | Track13F