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Capital Advisors, Ltd. LLC → USNA

Capital Advisors, Ltd. LLC USNA Position History

USANA Health Sciences, Inc. • Consumer Defensive

Quarters held
2
Latest value
$6K
Q3 2026
Peak value
$6K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$4K
Q3 2026$6K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6K410——
Q2 2026$4K181——

Other funds holding USNA

Other Capital Advisors, Ltd. LLC positions

SPY

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$90.4M
SPY

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$89.3M
SPY

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$80.9M
SPY

STATE STR SPDR S&P 500 ETF T

$77M
ETHA

ISHARES TR

$70.1M
ETHA

ISHARES TR

$69.3M
ETHA

ISHARES TR

$68.1M
ETHA

ISHARES TR

$60.4M