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Prime Capital Investment Advisors, LLC → SMA
Prime Capital Investment Advisors, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$4.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 60.6K | — | — |
| Q2 2026 | $4M | 122.4K | — | — |
| Q1 2026 | $4.4M | 146.1K | — | — |
| Q4 2025 | $4.5M | 144.3K | — | — |
Other funds holding SMA
Other Prime Capital Investment Advisors, LLC positions
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VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET