Potentia WealthETFConcentrated trader

CIK: 0002052308 | SAN JOSE, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	60	$244.2M	2026-08-13	SEC ↗
Q1 2026	13F-HR	89	$259.0M	2026-05-11	SEC ↗
Q4 2025	13F-HR	94	$272.9M	2026-02-13	SEC ↗
Q3 2025	13F-HR	94	$262.1M	2025-11-12	SEC ↗
Q2 2025	13F-HR	71	$175.5M	2025-08-14	SEC ↗
Q1 2025	13F-HR	90	$213.3M	2025-05-12	SEC ↗
Q4 2024	13F-HR	97	$225.0M	2025-02-12	SEC ↗