Bartlett & Co Wealth Management’s cbdMD YCBD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio YCBD Stock Details YCBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$1	–	1344
2025 Q1	$1	Buy	+1	New	+$4	﹤0.01%	1227

Other funds holding YCBD

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's YCBD Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of cbdMD (YCBD) in Q2 2025, closing a stake of 1 share — an estimated $1 sold.

Bartlett & Co Wealth Management first reported a position in YCBD in Q1 2025 and held it in 1 quarter. The position peaked at $1 in Q1 2025. 19 funds tracked by Wall St. Rank hold YCBD as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining cbdMD position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1 cbdMD share in Q2 2025, an estimated $1.
Bartlett & Co Wealth Management first reported a position in cbdMD in Q1 2025 and held it in 1 quarter.
Bartlett & Co Wealth Management's cbdMD position peaked at $1 in Q1 2025.
19 funds tracked by Wall St. Rank held cbdMD as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.