CoreCap Advisors’s Shoals Technologies Group SHLS Stock Holding History

CoreCap Advisors’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.24K	Hold	400	–	–	﹤0.01%	2365
2026 Q2	$3.96K	Hold	400	–	–	﹤0.01%	2349
2026 Q1	$2.63K	Hold	400	–	–	﹤0.01%	2343
2025 Q4	$3.4K	Hold	400	–	–	﹤0.01%	2334
2025 Q3	$2.96K	Hold	400	–	–	﹤0.01%	2296
2025 Q2	$1.7K	Sell	400 -5,138	-93%	-$22.3K	﹤0.01%	2340
2025 Q1	$18.4K	Buy	5,538 +5,138	+1,285%	+$21.4K	﹤0.01%	1572
2024 Q4	$2.21K	Hold	400	–	–	﹤0.01%	2197
2024 Q3	$2.24K	Hold	400	–	–	﹤0.01%	2163
2024 Q2	$2.5K	Buy	+400	New	+$3.19K	﹤0.01%	1279
2022 Q4	$12.6K	Buy	+512	New	+$12.4K	﹤0.01%	1468
2022 Q3	–	Sell	-762	Closed	-$13K	–	1814
2022 Q2	$13K	Buy	+762	New	+$11.2K	﹤0.01%	1397

Other funds holding SHLS

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CoreCap Advisors's SHLS Position: Q3 2026 in Review

CoreCap Advisors held its Shoals Technologies Group (SHLS) position steady in Q3 2026 at 400 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

CoreCap Advisors first reported a position in SHLS in Q2 2022 and has held it in 12 quarters since. The position peaked at $18.4K in Q1 2025. 30 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

CoreCap Advisors held 400 shares of Shoals Technologies Group worth $3.24K as of Q3 2026.
CoreCap Advisors left its Shoals Technologies Group share count unchanged in Q3 2026.
Shoals Technologies Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2365 holding.
CoreCap Advisors first reported a position in Shoals Technologies Group in Q2 2022 and has held it in 12 quarters since.
CoreCap Advisors's Shoals Technologies Group position peaked at $18.4K in Q1 2025.
30 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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