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Godfrey Financial Associates’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Godfrey Financial Associates’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
Q1 		$7.16K Hold
178
– – 0.01% 474
2025
Q4 		$7.59K Buy
+178
New +$7.58K 0.01% 447

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MA
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AAG
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LNWTC
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HI
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AF
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Godfrey Financial Associates's DEMZ Position: Q1 2026 in Review

Godfrey Financial Associates held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q1 2026 at 178 shares worth $7.16K. The position accounts for 0.01% of the portfolio, ranked #474.

Godfrey Financial Associates first reported a position in DEMZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.59K in Q4 2025. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

  • Godfrey Financial Associates held 178 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $7.16K as of Q1 2026.
  • Godfrey Financial Associates left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q1 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q1 2026, its #474 holding.
  • Godfrey Financial Associates first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Godfrey Financial Associates's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $7.59K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.