Capital Advisors Ltd’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Capital Advisors Ltd’s Portfolio ITDE Stock Details ITDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65K	Buy	1,619 +144	+10%	+$5.6K	0.01%	474
2026 Q1	$53K	Hold	1,475	–	–	0.01%	484
2025 Q4	$53K	Buy	+1,475	New	+$53.6K	0.01%	473

Other funds holding ITDE

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Capital Advisors Ltd increased its iShares LifePath Target Date 2045 ETF (ITDE) stake by 9.8% in Q2 2026, buying an estimated $5.6K and bringing the position to 1,619 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #474.

Capital Advisors Ltd first reported a position in ITDE in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ITDE as of Q2 2026.

Capital Advisors Ltd held 1,619 shares of iShares LifePath Target Date 2045 ETF worth $65K as of Q2 2026.
Capital Advisors Ltd bought 144 iShares LifePath Target Date 2045 ETF shares in Q2 2026, an estimated $5.6K.
iShares LifePath Target Date 2045 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #474 holding.
Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2045 ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2045 ETF as of Q2 2026.

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