DPW
SMA

DiNuzzo Private Wealth’s SmartStop Self Storage REIT SMA Stock Holding History

DiNuzzo Private Wealth’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.65K Sell
143
-36
-20% -$1.14K ﹤0.01% 425
2026
Q1 		$5.42K Hold
179
– – ﹤0.01% 377
2025
Q4 		$5.54K Buy
+179
New +$6.06K ﹤0.01% 363

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

DiNuzzo Private Wealth's SMA Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its SmartStop Self Storage REIT (SMA) stake by 20% in Q2 2026, selling an estimated $1.14K and leaving 143 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

DiNuzzo Private Wealth first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.54K in Q4 2025. 14 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • DiNuzzo Private Wealth held 143 shares of SmartStop Self Storage REIT worth $4.65K as of Q2 2026.
  • DiNuzzo Private Wealth sold 36 SmartStop Self Storage REIT shares in Q2 2026, an estimated $1.14K.
  • SmartStop Self Storage REIT made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #425 holding.
  • DiNuzzo Private Wealth first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • DiNuzzo Private Wealth's SmartStop Self Storage REIT position peaked at $5.54K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.