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Capital Advisors Ltd’s HighPeak Energy HPK Stock Holding History

Capital Advisors Ltd’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Buy
+247
New +$1.7K ﹤0.01% 1120
2023
Q2 		– Sell
-6
Closed – – 1407
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1355
2022
Q4 		$0 Buy
+6
New +$135 ﹤0.01% 1393

Other funds holding HPK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Capital Advisors Ltd's HPK Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in HighPeak Energy (HPK) in Q2 2026: 247 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in HPK as recently as Q1 2023.

Capital Advisors Ltd first reported a position in HPK in Q4 2022 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

  • Capital Advisors Ltd held 247 shares of HighPeak Energy worth $2K as of Q2 2026.
  • HighPeak Energy was a new Capital Advisors Ltd position in Q2 2026.
  • HighPeak Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1120 holding.
  • Capital Advisors Ltd first reported a position in HighPeak Energy in Q4 2022 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.