CoreCap Advisors’s Douglas Dynamics PLOW Stock Holding History

CoreCap Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$593	Buy	11 +7	+175%	+$323	﹤0.01%	2819
2026 Q1	$168	Buy	+4	New	+$162	﹤0.01%	2782
2025 Q4	–	Sell	-25	Closed	-$782	–	3030
2025 Q3	$782	Buy	+25	New	+$782	﹤0.01%	2519
2025 Q1	–	Sell	-147	Closed	-$3.47K	–	3272
2024 Q4	$3.47K	Sell	147 -208	-59%	-$5.27K	﹤0.01%	2067
2024 Q3	$9.79K	Hold	355	–	–	﹤0.01%	1803
2024 Q2	$8.31K	Sell	355 -93	-21%	-$2.21K	﹤0.01%	1089
2024 Q1	$10.8K	Buy	+448	New	+$11.3K	﹤0.01%	1718
2022 Q4	$16.2K	Buy	+448	New	+$15.8K	﹤0.01%	1375
2022 Q3	–	Sell	-448	Closed	-$13K	–	1655
2022 Q2	$13K	Buy	+448	New	+$13.9K	﹤0.01%	1394
2022 Q1	–	Sell	-479	Closed	-$19K	–	1659
2021 Q4	$19K	Buy	+479	New	+$19.3K	﹤0.01%	1347

Other funds holding PLOW

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return