Burkett Financial Services’s Humacyte HUMA Stock Holding History

Burkett Financial Services’s Portfolio HUMA Stock Details HUMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18	Closed	-$10	–	274
2026 Q1	$10	Hold	18	–	–	﹤0.01%	248
2025 Q4	$17	Hold	18	–	–	﹤0.01%	234
2025 Q3	$31	Hold	18	–	–	﹤0.01%	221
2025 Q2	$38	Hold	18	–	–	﹤0.01%	224
2025 Q1	$31	Hold	18	–	–	﹤0.01%	250
2024 Q4	$91	Hold	18	–	–	﹤0.01%	216
2024 Q3	$98	Hold	18	–	–	﹤0.01%	211
2024 Q2	$86	Buy	+18	New	+$94	﹤0.01%	193

Other funds holding HUMA

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

V.M. Manning & Co Greenville, South Carolina $117M AUM

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM