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Blue Trust Inc’s Castellum CTM Stock Holding History

Blue Trust Inc’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 		$10.6K Hold
14,724
– – ﹤0.01% 1853
2026
Q1 		$8.68K Hold
14,724
– – ﹤0.01% 1872
2025
Q4 		$13.3K Hold
14,724
– – ﹤0.01% 1793
2025
Q3 		$16K Hold
14,724
– – ﹤0.01% 1727
2025
Q2 		$15.5K Hold
14,724
– – ﹤0.01% 1765
2025
Q1 		$15.6K Hold
14,724
– – ﹤0.01% 1725
2024
Q4 		$29.4K Hold
14,724
– – ﹤0.01% 1500
2024
Q3 		$2.74K Hold
14,724
– – ﹤0.01% 2523
2024
Q2 		$3.83K Hold
14,724
– – ﹤0.01% 2276
2024
Q1 		$3.83K Hold
14,724
– – ﹤0.01% 1686
2023
Q4 		$3K Hold
14,724
– – ﹤0.01% 1993
2023
Q3 		$7K Hold
14,724
– – ﹤0.01% 1512
2023
Q2 		$16K Hold
14,724
– – ﹤0.01% 1124
2023
Q1 		$19K Buy
+14,724
New +$16.4K ﹤0.01% 1373

Other funds holding CTM

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 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
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
WG
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

Blue Trust Inc's CTM Position: Q2 2026 in Review

Blue Trust Inc held its Castellum (CTM) position steady in Q2 2026 at 14,724 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Blue Trust Inc first reported a position in CTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.4K in Q4 2024. 10 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

  • Blue Trust Inc held 14,724 shares of Castellum worth $10.6K as of Q2 2026.
  • Blue Trust Inc left its Castellum share count unchanged in Q2 2026.
  • Castellum made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1853 holding.
  • Blue Trust Inc first reported a position in Castellum in Q1 2023 and has held it in 14 quarters since.
  • Blue Trust Inc's Castellum position peaked at $29.4K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.