1776 Wealth’s CaliberCos CWD Stock Holding History

1776 Wealth’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,250	Closed	-$13.8K	–	145
2025 Q1	$13.8K	Hold	1,250	–	–	0.01%	137
2024 Q4	$17.5K	Hold	1,250	–	–	0.01%	138
2024 Q3	$15.6K	Hold	1,250	–	–	0.01%	143
2024 Q2	$21K	Hold	1,250	–	–	0.01%	145
2024 Q1	$25K	Hold	1,250	–	–	0.01%	133
2023 Q4	$32.3K	Hold	1,250	–	–	0.02%	131
2023 Q3	$34K	Buy	1,250 +250	+25%	+$8.33K	0.02%	127
2023 Q2	$38.4K	Buy	+1,000	New	+$56.8K	0.02%	131

Other funds holding CWD

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1776 Wealth's CWD Position: Q2 2025 in Review

1776 Wealth sold out of CaliberCos (CWD) in Q2 2025, closing a stake of 1,250 shares — an estimated $13.8K sold.

1776 Wealth first reported a position in CWD in Q2 2023 and held it in 8 quarters. The position peaked at $38.4K in Q2 2023. 7 funds tracked by Wall St. Rank hold CWD as of Q2 2025.

1776 Wealth reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
1776 Wealth sold 1,250 CaliberCos shares in Q2 2025, an estimated $13.8K.
1776 Wealth first reported a position in CaliberCos in Q2 2023 and held it in 8 quarters.
1776 Wealth's CaliberCos position peaked at $38.4K in Q2 2023.
7 funds tracked by Wall St. Rank held CaliberCos as of Q2 2025.

Based on 1776 Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.