AWM
TMQ

Activest Wealth Management’s Trilogy Metals TMQ Stock Holding History

Activest Wealth Management’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$3.59K – 1491
2026
Q1 		$3.59K Hold
1,000
– – ﹤0.01% 875
2025
Q4 		$4.31K Buy
+1,000
New +$4.71K ﹤0.01% 787

Other funds holding TMQ

CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Activest Wealth Management's TMQ Position: Q2 2026 in Review

Activest Wealth Management sold out of Trilogy Metals (TMQ) in Q2 2026, closing a stake of 1,000 shares — an estimated $3.59K sold.

Activest Wealth Management first reported a position in TMQ in Q4 2025 and held it in 2 quarters. The position peaked at $4.31K in Q4 2025. 7 funds tracked by Wall St. Rank hold TMQ as of Q2 2026.

  • Activest Wealth Management reported no remaining Trilogy Metals position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,000 Trilogy Metals shares in Q2 2026, an estimated $3.59K.
  • Activest Wealth Management first reported a position in Trilogy Metals in Q4 2025 and held it in 2 quarters.
  • Activest Wealth Management's Trilogy Metals position peaked at $4.31K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Trilogy Metals as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.