CoreCap Advisors
UAN icon

CoreCap Advisors’s CVR Partners UAN Stock Holding History

CoreCap Advisors’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.19K Hold
50
– – ﹤0.01% 2220
2026
Q2 		$5.57K Hold
50
– – ﹤0.01% 2261
2026
Q1 		$6.33K Hold
50
– – ﹤0.01% 2119
2025
Q4 		$5.12K Hold
50
– – ﹤0.01% 2196
2025
Q3 		$4.51K Hold
50
– – ﹤0.01% 2194
2025
Q2 		$4.44K Hold
50
– – ﹤0.01% 2143
2025
Q1 		$3.76K Hold
50
– – ﹤0.01% 2176
2024
Q4 		$3.8K Buy
+50
New +$3.62K ﹤0.01% 2037

Other funds holding UAN

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CoreCap Advisors's UAN Position: Q3 2026 in Review

CoreCap Advisors held its CVR Partners (UAN) position steady in Q3 2026 at 50 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

CoreCap Advisors first reported a position in UAN in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.33K in Q1 2026. 10 funds tracked by Wall St. Rank hold UAN as of Q3 2026.

  • CoreCap Advisors held 50 shares of CVR Partners worth $6.19K as of Q3 2026.
  • CoreCap Advisors left its CVR Partners share count unchanged in Q3 2026.
  • CVR Partners made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2220 holding.
  • CoreCap Advisors first reported a position in CVR Partners in Q4 2024 and has held it in 8 quarters since.
  • CoreCap Advisors's CVR Partners position peaked at $6.33K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held CVR Partners as of Q3 2026.

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