AWA
CD

Arete Wealth Advisors’s Chaince Digital Holdings CD Stock Holding History

Arete Wealth Advisors’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51,800
Closed -$1.27M – 800
2025
Q3 		$1.27M Buy
+51,800
New +$327K 0.08% 236

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Arete Wealth Advisors's CD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Chaince Digital Holdings (CD) in Q4 2025, closing a stake of 51,800 shares — an estimated $1.27M sold.

Arete Wealth Advisors first reported a position in CD in Q3 2025 and held it in 1 quarter. The position peaked at $1.27M in Q3 2025. 52 funds tracked by Wall St. Rank hold CD as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Chaince Digital Holdings position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 51,800 Chaince Digital Holdings shares in Q4 2025, an estimated $1.27M.
  • Arete Wealth Advisors first reported a position in Chaince Digital Holdings in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Chaince Digital Holdings position peaked at $1.27M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.