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Capital Advisors Ltd’s Jensen Quality Growth ETF JGRW Stock Holding History

Capital Advisors Ltd’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-482
Closed -$13K – 1635
2025
Q4 		$13K Hold
482
– – ﹤0.01% 753
2025
Q3 		$13K Hold
482
– – ﹤0.01% 751
2025
Q2 		$13K Hold
482
– – ﹤0.01% 738
2025
Q1 		$12K Buy
+482
New +$12.6K ﹤0.01% 741

Other funds holding JGRW

JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Capital Advisors Ltd's JGRW Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Jensen Quality Growth ETF (JGRW) in Q1 2026, closing a stake of 482 shares — an estimated $13K sold.

Capital Advisors Ltd first reported a position in JGRW in Q1 2025 and held it in 4 quarters. The position peaked at $13K in Q4 2025. 21 funds tracked by Wall St. Rank hold JGRW as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Jensen Quality Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 482 Jensen Quality Growth ETF shares in Q1 2026, an estimated $13K.
  • Capital Advisors Ltd first reported a position in Jensen Quality Growth ETF in Q1 2025 and held it in 4 quarters.
  • Capital Advisors Ltd's Jensen Quality Growth ETF position peaked at $13K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.