Capital Asset Advisory Services’s Worth Charting Options Income ETF WRTH Stock Holding History

Capital Asset Advisory Services’s Portfolio WRTH Stock Details WRTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$411K	Buy	+16,482	New	+$423K	0.01%	244

Other funds holding WRTH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Asset Advisory Services's WRTH Position: Q3 2026 in Review

Capital Asset Advisory Services opened a new position in Worth Charting Options Income ETF (WRTH) in Q3 2026: 16,482 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings.

3 funds tracked by Wall St. Rank hold WRTH as of Q3 2026.

Capital Asset Advisory Services held 16,482 shares of Worth Charting Options Income ETF worth $411K as of Q3 2026.
Worth Charting Options Income ETF was a new Capital Asset Advisory Services position in Q3 2026.
Worth Charting Options Income ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q3 2026, its #244 holding.
3 funds tracked by Wall St. Rank held Worth Charting Options Income ETF as of Q3 2026.

Based on Capital Asset Advisory Services's 13F filing for Q3 2026, filed 30 Oct 2026.