CoreCap Advisors’s Two Harbors Investment TWO Stock Holding History

CoreCap Advisors’s Portfolio TWO Stock Details TWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.8K	Hold	387	–	–	﹤0.01%	2297
2026 Q1	$4.42K	Sell	387 -37	-9%	-$414	﹤0.01%	2209
2025 Q4	$4.45K	Buy	424 +74	+21%	+$740	﹤0.01%	2247
2025 Q3	$3.46K	Hold	350	–	–	﹤0.01%	2271
2025 Q2	$3.77K	Sell	350 -85	-20%	-$958	﹤0.01%	2179
2025 Q1	$5.81K	Sell	435 -305	-41%	-$3.95K	﹤0.01%	2043
2024 Q4	$8.75K	Sell	740 -9	-1%	-$109	﹤0.01%	1822
2024 Q3	$10.4K	Sell	749 -199	-21%	-$2.71K	﹤0.01%	1790
2024 Q2	$12.5K	Hold	948	–	–	﹤0.01%	1021
2024 Q1	$12.6K	Buy	+948	New	+$12.3K	﹤0.01%	1666
2022 Q4	$19.9K	Buy	+1,260	New	+$18.9K	﹤0.01%	1306
2022 Q3	–	Sell	-1,313	Closed	-$26K	–	1985
2022 Q2	$26K	Buy	+1,313	New	+$26.6K	﹤0.01%	1156
2022 Q1	–	Sell	-1,584	Closed	-$37K	–	1985
2021 Q4	$37K	Buy	+1,584	New	+$39.5K	﹤0.01%	1107

Other funds holding TWO

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

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

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

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return