Foundations Investment Advisors’s Cantor Equity Partners CEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,210
Closed -$273K 1204
2025
Q3
$273K Buy
12,210
+4,097
+50% +$107K ﹤0.01% 888
2025
Q2
$225K Buy
+8,113
New +$248K ﹤0.01% 846

Foundations Investment Advisors's CEP Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Cantor Equity Partners (CEP) in Q4 2025, closing a stake of 12,210 shares — an estimated $273K sold.

Foundations Investment Advisors first reported a position in CEP in Q2 2025 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 0 funds tracked by Wall St. Rank hold CEP as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Cantor Equity Partners position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,210 Cantor Equity Partners shares in Q4 2025, an estimated $273K.
  • Foundations Investment Advisors first reported a position in Cantor Equity Partners in Q2 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Cantor Equity Partners position peaked at $273K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.