CFG Wealth Management Services, Inc.ETFConcentrated trader

CIK: 0002133547 | INDIANAPOLIS, XX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	155	$109.0M	2026-10-21	SEC ↗
Q2 2026	13F-HR	80	$106.6M	2026-07-15	SEC ↗
Q1 2026	13F-HR	152	$110.2M	2026-05-07	SEC ↗
Q4 2025	13F-HR	157	$109.7M	2026-05-07	SEC ↗