Castellan Group’s Castellan Targeted Income ETF CTIF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$160M Buy
3,303,710
+359,575
+12% +$18.5M 22.18% 2
2025
Q4
$149M Buy
2,944,135
+174,166
+6% +$8.93M 18.8% 2
2025
Q3
$143M Buy
2,769,969
+411,462
+17% +$21.1M 20.77% 2
2025
Q2
$120M Buy
+2,358,507
New +$118M 22.03% 2