Cape Investment Advisory’s Castellum CTM Stock Holding History

Cape Investment Advisory’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	$1.44K	Buy	+2,000	New	+$1.42K	﹤0.01%	1288

Other funds holding CTM

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cape Investment Advisory's CTM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Castellum (CTM) in Q2 2026: 2,000 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings.

10 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

Cape Investment Advisory held 2,000 shares of Castellum worth $1.44K as of Q2 2026.
Castellum was a new Cape Investment Advisory position in Q2 2026.
Castellum made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1288 holding.
10 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.