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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
PeriodPosition value
Q2 2026$1.9M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M26.3K——
Q2 2026$1.9M16.2K——

Other funds holding ROAD

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RH

RH

$26M
RH

RH

$25.5M
RH

RH

$19.7M