CoreCap Advisors
RUM icon

CoreCap Advisors’s RUM Group Inc RUM Stock Holding History

CoreCap Advisors’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.4K Sell
9,050
-1,700
-16% -$12.6K ﹤0.01% 1253
2026
Q2 		$68.2K Hold
10,750
– – ﹤0.01% 1269
2026
Q1 		$54.8K Buy
10,750
+250
+2% +$1.44K ﹤0.01% 1261
2025
Q4 		$66.4K Sell
10,500
-1,011
-9% -$6.93K ﹤0.01% 1195
2025
Q3 		$83.3K Buy
11,511
+818
+8% +$6.68K ﹤0.01% 1108
2025
Q2 		$96K Hold
10,693
– – ﹤0.01% 994
2025
Q1 		$75.6K Hold
10,693
– – ﹤0.01% 1004
2024
Q4 		$139K Sell
10,693
-7,717
-42% -$54.9K 0.01% 814
2024
Q3 		$98.7K Sell
18,410
-64
-0.3% -$377 ﹤0.01% 918
2024
Q2 		$102K Hold
18,474
– – 0.01% 494
2024
Q1 		$149K Buy
18,474
+150
+0.8% +$968 0.01% 706
2023
Q4 		$82.3K Sell
18,324
-1,081
-6% -$5.27K 0.01% 588
2023
Q3 		$99K Buy
19,405
+6,000
+45% +$44.8K 0.01% 536
2023
Q2 		$120K Buy
+13,405
New +$126K 0.01% 558
2022
Q4 		$115K Buy
+19,405
New +$186K 0.01% 685
2022
Q1 		– Sell
-200
Closed -$2K – 1765
2021
Q4 		$2K Buy
+200
New +$2.11K ﹤0.01% 1992

Other funds holding RUM

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CoreCap Advisors's RUM Position: Q3 2026 in Review

CoreCap Advisors reduced its RUM Group Inc (RUM) stake by 16% in Q3 2026, selling an estimated $12.6K and leaving 9,050 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

CoreCap Advisors first reported a position in RUM in Q4 2021 and has held it in 16 quarters since. The position peaked at $149K in Q1 2024. 43 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • CoreCap Advisors held 9,050 shares of RUM Group Inc worth $68.4K as of Q3 2026.
  • CoreCap Advisors sold 1,700 RUM Group Inc shares in Q3 2026, an estimated $12.6K.
  • RUM Group Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1253 holding.
  • CoreCap Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's RUM Group Inc position peaked at $149K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

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