Clearstead Advisors’s i3 Verticals IIIV Stock Holding History

Clearstead Advisors’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.58K	Hold
2025 Q1	$5.01K	Buy
2024 Q1	–	Sell
2023 Q4	$1.33K	Buy