AWM
JGRW

Accredited Wealth Management’s Jensen Quality Growth ETF JGRW Stock Holding History

Accredited Wealth Management’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.46K Sell
75
-125
-63% -$3.35K ﹤0.01% 313
2025
Q2 		$5.3K Hold
200
– – ﹤0.01% 312
2025
Q1 		$5.1K Buy
+200
New +$5.22K ﹤0.01% 296

Other funds holding JGRW

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accredited Wealth Management's JGRW Position: Q3 2025 in Review

Accredited Wealth Management reduced its Jensen Quality Growth ETF (JGRW) stake by 63% in Q3 2025, selling an estimated $3.35K and leaving 75 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Accredited Wealth Management first reported a position in JGRW in Q1 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JGRW as of Q3 2025.

  • Accredited Wealth Management held 75 shares of Jensen Quality Growth ETF worth $5.46K as of Q3 2025.
  • Accredited Wealth Management sold 125 Jensen Quality Growth ETF shares in Q3 2025, an estimated $3.35K.
  • Jensen Quality Growth ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #313 holding.
  • Accredited Wealth Management first reported a position in Jensen Quality Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.