First Heartland Consultants’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Buy
+4,800
New +$214K 0.01% 548
2026
Q1
Sell
-4,800
Closed -$205K 538
2025
Q4
$205K Hold
4,800
0.02% 513
2025
Q3
$201K Buy
+4,800
New +$193K 0.02% 508

Other funds holding DEMZ

First Heartland Consultants's DEMZ Position: Q2 2026 in Review

First Heartland Consultants opened a new position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q2 2026: 4,800 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in DEMZ as recently as Q4 2025.

First Heartland Consultants first reported a position in DEMZ in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

  • First Heartland Consultants held 4,800 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $229K as of Q2 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF was a new First Heartland Consultants position in Q2 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #548 holding.
  • First Heartland Consultants first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.