Financially Speaking’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Financially Speaking’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.5K	Hold	1,058	–	–	0.21%	33
2026 Q1	$42.5K	Sell	1,058 -216	-17%	-$9.16K	0.21%	33
2025 Q4	$54.3K	Hold	1,274	–	–	0.04%	55
2025 Q3	$53.3K	Hold	1,274	–	–	0.04%	60
2025 Q2	$49.6K	Buy	+1,274	New	+$45.4K	0.03%	50
2025 Q1	–	Sell	-1,247	Closed	-$44.8K	–	97
2024 Q4	$44.8K	Buy	+1,247	New	+$45.5K	0.03%	59

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Financially Speaking's DEMZ Position: Q2 2026 in Review

Financially Speaking held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 1,058 shares worth $42.5K. The position accounts for 0.21% of the portfolio, ranked #33.

Financially Speaking first reported a position in DEMZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.3K in Q4 2025. 17 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Financially Speaking held 1,058 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $42.5K as of Q2 2026.
Financially Speaking left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q2 2026.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.21% of Financially Speaking's portfolio in Q2 2026, its #33 holding.
Financially Speaking first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
Financially Speaking's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $54.3K in Q4 2025.
17 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.