Gateway Wealth Partners’s CrossAmerica Partners CAPL Stock Holding History

Gateway Wealth Partners’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,280	Closed	-$214K	–	778
2026 Q1	$214K	Buy	+10,280	New	+$223K	0.01%	884

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gateway Wealth Partners's CAPL Position: Q2 2026 in Review

Gateway Wealth Partners sold out of CrossAmerica Partners (CAPL) in Q2 2026, closing a stake of 10,280 shares — an estimated $214K sold.

Gateway Wealth Partners first reported a position in CAPL in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Gateway Wealth Partners reported no remaining CrossAmerica Partners position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 10,280 CrossAmerica Partners shares in Q2 2026, an estimated $214K.
Gateway Wealth Partners first reported a position in CrossAmerica Partners in Q1 2026 and held it in 1 quarter.
Gateway Wealth Partners's CrossAmerica Partners position peaked at $214K in Q1 2026.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.