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CoreCap Advisors’s Arteris AIP Stock Holding History

CoreCap Advisors’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.49K Buy
63
+19
+43% +$518 ﹤0.01% 2582
2026
Q2 		$2.14K Hold
44
– – ﹤0.01% 2518
2026
Q1 		$723 Hold
44
– – ﹤0.01% 2586
2025
Q4 		$682 Hold
44
– – ﹤0.01% 2660
2025
Q3 		$444 Hold
44
– – ﹤0.01% 2582
2025
Q2 		$419 Buy
+44
New +$324 ﹤0.01% 2538

Other funds holding AIP

ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's AIP Position: Q3 2026 in Review

CoreCap Advisors increased its Arteris (AIP) stake by 43% in Q3 2026, buying an estimated $518 and bringing the position to 63 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

CoreCap Advisors first reported a position in AIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.14K in Q2 2026. 11 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • CoreCap Advisors held 63 shares of Arteris worth $1.49K as of Q3 2026.
  • CoreCap Advisors bought 19 Arteris shares in Q3 2026, an estimated $518.
  • Arteris made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2582 holding.
  • CoreCap Advisors first reported a position in Arteris in Q2 2025 and has held it in 6 quarters since.
  • CoreCap Advisors's Arteris position peaked at $2.14K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.