CoreCap Advisors’s Telus TU Stock Holding History

CoreCap Advisors’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11K	Hold	200	–	–	﹤0.01%	2522
2026 Q1	$2.57K	Hold	200	–	–	﹤0.01%	2349
2025 Q4	$2.63K	Hold	200	–	–	﹤0.01%	2401
2025 Q3	$3.15K	Hold	200	–	–	﹤0.01%	2288
2025 Q2	$3.21K	Hold	200	–	–	﹤0.01%	2226
2025 Q1	$2.87K	Hold	200	–	–	﹤0.01%	2256
2024 Q4	$2.71K	Hold	200	–	–	﹤0.01%	2146
2024 Q3	$3.36K	Hold	200	–	–	﹤0.01%	2071
2024 Q2	$3.03K	Hold	200	–	–	﹤0.01%	1248
2024 Q1	$3.2K	Buy	+200	New	+$3.5K	﹤0.01%	2022
2022 Q4	$6.86K	Buy	+355	New	+$7.33K	﹤0.01%	1658
2022 Q3	–	Sell	-352	Closed	-$8K	–	1981
2022 Q2	$8K	Buy	+352	New	+$8.71K	﹤0.01%	1548
2022 Q1	–	Sell	-295	Closed	-$7K	–	1981
2021 Q4	$7K	Buy	+295	New	+$6.75K	﹤0.01%	1674

Other funds holding TU

PensionDanmark Copenhagen O, Denmark $12B AUM

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return