CA
PRMR

Calton & Associates’s PeakShares RMR Prime Equity ETF PRMR Stock Holding History

Calton & Associates’s Portfolio PRMR Stock Details PRMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
84,198
+64,094
+319% +$1.56M 0.28% 79
2025
Q4 		$501K Buy
+20,104
New +$503K 0.07% 249

Other funds holding PRMR

RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return