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CAP Partners, LLC → SMBK

CAP Partners, LLC SMBK Position History

SmartFinancial, Inc. • Financial Services

Quarters held
5
Latest value
$392K
Q3 2026
Peak value
$392K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$283K
Q4 2025$293K
Q1 2026$309K
Q2 2026$371K
Q3 2026$392K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$392K7.9K——
Q2 2026$371K7.9K——
Q1 2026$309K7.9K——
Q4 2025$293K7.9K——
Q3 2025$283K7.9K——

Other funds holding SMBK

Other CAP Partners, LLC positions

ETHA

INVESCO EXCH TRADED FD TR II

$16.8M
ETHA

INVESCO EXCH TRADED FD TR II

$16.4M
ETHA

INVESCO EXCH TRADED FD TR II

$13.6M
ETHA

INVESCO EXCH TRADED FD TR II

$13.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.8M
ETHA

INVESCO EXCH TRADED FD TR II

$12.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.7M