Stamford, CTCIK 13182934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
4 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 5.37M | $60.39M | 76.0% | +1.74M | Added |
| 2 | Invesco Exch Traded Fd Tr II | 564.2K | $13.73M | 17.3% | +501.4K | Added |
| 3 | Wells Fargo Co New | 3.5K | $4.23M | 5.3% | 0 | Held |
| 4 | Bank America Corp |
| 897 |
| $1.12M |
| 1.4% |
| 0 |
| Held |