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 Q2	$2.97M	Buy	103,870 +19,672	+23%	+$514K	0.43%	50
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 $1.61B AUM 27.77% 1-Year Est. Return

Calton & Associates's PRMR Position: Q2 2026 in Review

Calton & Associates increased its PeakShares RMR Prime Equity ETF (PRMR) stake by 23% in Q2 2026, buying an estimated $514K and bringing the position to 103,870 shares worth $2.97M. The position accounts for 0.43% of the portfolio, ranked #50.

Calton & Associates first reported a position in PRMR in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold PRMR as of Q2 2026.

Calton & Associates held 103,870 shares of PeakShares RMR Prime Equity ETF worth $2.97M as of Q2 2026.
Calton & Associates bought 19,672 PeakShares RMR Prime Equity ETF shares in Q2 2026, an estimated $514K.
PeakShares RMR Prime Equity ETF made up 0.43% of Calton & Associates's portfolio in Q2 2026, its #50 holding.
Calton & Associates first reported a position in PeakShares RMR Prime Equity ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held PeakShares RMR Prime Equity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.