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Clearstead Advisors’s Castellum CTM Stock Holding History

Clearstead Advisors’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72 Buy
+100
New +$71 ﹤0.01% 3414

Other funds holding CTM

MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Clearstead Advisors's CTM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Castellum (CTM) in Q2 2026: 100 shares worth $72. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings.

16 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

  • Clearstead Advisors held 100 shares of Castellum worth $72 as of Q2 2026.
  • Castellum was a new Clearstead Advisors position in Q2 2026.
  • Castellum made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3414 holding.
  • 16 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

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