Hantz Financial Services’s CTS Corp CTS Stock Holding History

Hantz Financial Services’s Portfolio CTS Stock Details CTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35K	Buy	734 +427	+139%	+$21.4K	﹤0.01%	1674
2025 Q4	$13K	Sell	307 -142	-32%	-$5.96K	﹤0.01%	1923
2025 Q3	$18K	Buy	449 +5	+1%	+$207	﹤0.01%	1599
2025 Q2	$19K	Buy	444 +436	+5,450%	+$17.6K	﹤0.01%	1287
2025 Q1	$0	Hold	8	–	–	﹤0.01%	1740
2024 Q4	$0	Sell	8 -1	-11%	-$52	﹤0.01%	1114
2024 Q3	$0	Sell	9 -3,088	-100%	-$150K	﹤0.01%	1090
2024 Q2	$157K	Sell	3,097 -221	-7%	-$10.9K	﹤0.01%	582
2024 Q1	$155K	Sell	3,318 -278	-8%	-$12.2K	﹤0.01%	582
2023 Q4	$157K	Sell	3,596 -382	-10%	-$15.4K	﹤0.01%	574
2023 Q3	$166K	Buy	3,978 +18	+0.5%	+$775	﹤0.01%	559
2023 Q2	$169K	Sell	3,960 -3	-0.1%	-$132	﹤0.01%	550
2023 Q1	$196K	Buy	3,963 +84	+2%	+$3.76K	0.01%	545
2022 Q4	$153K	Sell	3,879 -11,411	-75%	-$469K	﹤0.01%	553
2022 Q3	$637K	Buy	15,290 +1,354	+10%	+$54.4K	0.02%	416
2022 Q2	$475K	Buy	13,936 +1,821	+15%	+$66K	0.02%	445
2022 Q1	$428K	Buy	12,115 +6,633	+121%	+$232K	0.01%	464
2021 Q4	$201K	Buy	+5,482	New	+$192K	0.01%	508

Other funds holding CTS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return