Almanack Investment Partners’s Castellum CTM Stock Holding History

Almanack Investment Partners’s Portfolio CTM Stock Details CTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36K	Hold	50,000	–	–	﹤0.01%	318
2026 Q1	$29.5K	Hold	50,000	–	–	0.01%	175
2025 Q4	$45.2K	Hold	50,000	–	–	0.01%	168
2025 Q3	$54.5K	Hold	50,000	–	–	0.01%	195
2025 Q2	$52.5K	Hold	50,000	–	–	0.01%	204
2025 Q1	$53K	Hold	50,000	–	–	0.01%	153
2024 Q4	$100K	Hold	50,000	–	–	0.02%	181
2024 Q3	$8.74K	Hold	50,000	–	–	﹤0.01%	180
2024 Q2	$9.3K	Hold	50,000	–	–	﹤0.01%	178
2024 Q1	$13K	Hold	50,000	–	–	﹤0.01%	176
2023 Q4	$14.9K	Hold	50,000	–	–	﹤0.01%	158
2023 Q3	$11.5K	Hold	50,000	–	–	﹤0.01%	160
2023 Q2	$25K	Hold	50,000	–	–	﹤0.01%	167
2023 Q1	$54.5K	Hold	50,000	–	–	0.01%	164
2022 Q4	$63K	Buy	+50,000	New	+$51.6K	0.01%	168

Other funds holding CTM

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Almanack Investment Partners's CTM Position: Q2 2026 in Review

Almanack Investment Partners held its Castellum (CTM) position steady in Q2 2026 at 50,000 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Almanack Investment Partners first reported a position in CTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $100K in Q4 2024. 10 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

Almanack Investment Partners held 50,000 shares of Castellum worth $36K as of Q2 2026.
Almanack Investment Partners left its Castellum share count unchanged in Q2 2026.
Castellum made up ﹤0.01% of Almanack Investment Partners's portfolio in Q2 2026, its #318 holding.
Almanack Investment Partners first reported a position in Castellum in Q4 2022 and has held it in 15 quarters since.
Almanack Investment Partners's Castellum position peaked at $100K in Q4 2024.
10 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.