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Cape Investment Advisory’s Sezzle SEZL Stock Holding History

Cape Investment Advisory’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-65
Closed -$11.2K – 1518
2026
Q2 		$11.2K Buy
+65
New +$6.85K ﹤0.01% 841

Other funds holding SEZL

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cape Investment Advisory's SEZL Position: Q3 2026 in Review

Cape Investment Advisory sold out of Sezzle (SEZL) in Q3 2026, closing a stake of 65 shares — an estimated $11.2K sold.

Cape Investment Advisory first reported a position in SEZL in Q2 2026 and held it in 1 quarter. The position peaked at $11.2K in Q2 2026. 21 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

  • Cape Investment Advisory reported no remaining Sezzle position as of Q3 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 65 Sezzle shares in Q3 2026, an estimated $11.2K.
  • Cape Investment Advisory first reported a position in Sezzle in Q2 2026 and held it in 1 quarter.
  • Cape Investment Advisory's Sezzle position peaked at $11.2K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.