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AIFG Consultants’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

AIFG Consultants’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$222K Buy
+7,610
New +$221K 0.38% 50
2025
Q3 		– Sell
-12,005
Closed -$362K – 53
2025
Q2 		$362K Sell
12,005
-2,045
-15% -$59.3K 0.71% 36
2025
Q1 		$417K Sell
14,050
-1,582
-10% -$49.3K 0.69% 35
2024
Q4 		$481K Sell
15,632
-1,279
-8% -$40.2K 0.78% 31
2024
Q3 		$513K Sell
16,911
-2,541
-13% -$75.9K 0.39% 30
2024
Q2 		$557K Buy
+19,452
New +$555K 0.41% 27

Other funds holding SOVF

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

AIFG Consultants's SOVF Position: Q4 2025 in Review

AIFG Consultants opened a new position in Sovereign's Capital Flourish Fund (SOVF) in Q4 2025: 7,610 shares worth $222K. The stake represents 0.38% of the portfolio and ranks #50 among its holdings. This is a return to the name: AIFG Consultants previously reported a position in SOVF as recently as Q2 2025.

AIFG Consultants first reported a position in SOVF in Q2 2024 and has held it in 6 quarters since. The position peaked at $557K in Q2 2024. 30 funds tracked by Wall St. Rank hold SOVF as of Q4 2025.

  • AIFG Consultants held 7,610 shares of Sovereign's Capital Flourish Fund worth $222K as of Q4 2025.
  • Sovereign's Capital Flourish Fund was a new AIFG Consultants position in Q4 2025.
  • Sovereign's Capital Flourish Fund made up 0.38% of AIFG Consultants's portfolio in Q4 2025, its #50 holding.
  • AIFG Consultants first reported a position in Sovereign's Capital Flourish Fund in Q2 2024 and has held it in 6 quarters since.
  • AIFG Consultants's Sovereign's Capital Flourish Fund position peaked at $557K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.