Colonial Trust’s RJ ClariVest Capital Appreciation ETF RJCA Stock Holding History

Colonial Trust’s Portfolio RJCA Stock Details RJCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$61.3K	Buy	+825	New	+$60K	0.01%	483

Other funds holding RJCA

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barnes Pettey Financial Advisors Clarksdale, Mississippi $341M AUM 14.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Colonial Trust's RJCA Position: Q3 2026 in Review

Colonial Trust opened a new position in RJ ClariVest Capital Appreciation ETF (RJCA) in Q3 2026: 825 shares worth $61.3K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

37 funds tracked by Wall St. Rank hold RJCA as of Q3 2026.

Colonial Trust held 825 shares of RJ ClariVest Capital Appreciation ETF worth $61.3K as of Q3 2026.
RJ ClariVest Capital Appreciation ETF was a new Colonial Trust position in Q3 2026.
RJ ClariVest Capital Appreciation ETF made up 0.01% of Colonial Trust's portfolio in Q3 2026, its #483 holding.
37 funds tracked by Wall St. Rank held RJ ClariVest Capital Appreciation ETF as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.