Rothwell Investment Advisors, LLC’s Trulieve Cannabis Corp TRLV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.18K	Buy	+200	New	+$2.03K	﹤0.01%	1027

Other funds holding TRLV

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TRLV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Trulieve Cannabis Corp (TRLV) in Q3 2026: 200 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

62 funds tracked by Wall St. Rank hold TRLV as of Q3 2026.

Rothwell Investment Advisors, LLC held 200 shares of Trulieve Cannabis Corp worth $2.18K as of Q3 2026.
Trulieve Cannabis Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Trulieve Cannabis Corp made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1027 holding.
62 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.