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CoreCap Advisors, LLC → SMA

CoreCap Advisors, LLC SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
4
Latest value
$39K
Q3 2026
Peak value
$39K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$37K
Q1 2026$37K
Q2 2026$39K
Q3 2026$39K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39K1.2K——
Q2 2026$39K1.2K——
Q1 2026$37K1.2K——
Q4 2025$37K1.2K——

Other funds holding SMA

Other CoreCap Advisors, LLC positions

VGES

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$183.4M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

$182.2M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$178.1M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

$177.2M
STT-PG

SPDR PORTFOLIO S&P 500 GROWTH ETF

$159.1M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$156.6M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

$156.5M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$149M