Back to ROAD
Xcel Wealth Management, LLC → ROAD
Xcel Wealth Management, LLC ROAD Position History
Construction Partners, Inc. • Industrials
Quarters held
2
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $1.9M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 26.3K | — | — |
| Q2 2026 | $1.9M | 16.2K | — | — |
Other funds holding ROAD
$139.4M
$139.4M
$121.6M
$120.2M
$119.8M
$118.1M
$97.8M
$95.4M