Clearstead Advisors’s CrossAmerica Partners CAPL Stock Holding History

Clearstead Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12K	Buy	+50	New	+$1.09K	﹤0.01%	2659

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's CAPL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CrossAmerica Partners (CAPL) in Q2 2026: 50 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #2659 among its holdings.

60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Clearstead Advisors held 50 shares of CrossAmerica Partners worth $1.12K as of Q2 2026.
CrossAmerica Partners was a new Clearstead Advisors position in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2659 holding.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.