Arete Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Arete Wealth Advisors’s Portfolio EXAS Stock Details EXAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,042	Closed	-$207K	–	443
2025 Q4	$207K	Buy	+2,042	New	+$164K	0.01%	715
2023 Q4	–	Sell	-3,872	Closed	-$264K	–	753
2023 Q3	$264K	Buy	+3,872	New	+$329K	0.05%	375

Other funds holding EXAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Arete Wealth Advisors's EXAS Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,042 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in EXAS in Q3 2023 and held it in 2 quarters. The position peaked at $264K in Q3 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Arete Wealth Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 2,042 Exact Sciences shares in Q1 2026, an estimated $207K.
Arete Wealth Advisors first reported a position in Exact Sciences in Q3 2023 and held it in 2 quarters.
Arete Wealth Advisors's Exact Sciences position peaked at $264K in Q3 2023.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.