ING Group’s CrossAmerica Partners CAPL Stock Holding History

ING Group’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 Q1	–	Sell	-17,000	Closed	-$350K	–	524
2025 Q4	$350K	Buy	17,000 +4,000	+31%	+$82.2K	﹤0.01%	528
2025 Q3	$273K	Hold	13,000	–	–	﹤0.01%	499
2025 Q2	$272K	Hold	13,000	–	–	﹤0.01%	459
2025 Q1	$319K	Hold	13,000	–	–	﹤0.01%	462
2024 Q4	$286K	Hold	13,000	–	–	﹤0.01%	557
2024 Q3	$269K	Hold	13,000	–	–	﹤0.01%	524
2024 Q2	$258K	Hold	13,000	–	–	﹤0.01%	528
2024 Q1	$296K	Buy	+13,000	New	+$293K	﹤0.01%	543
2023 Q2	–	Sell	-13,000	Closed	-$279K	–	561
2023 Q1	$279K	Hold	13,000	–	–	﹤0.01%	503
2022 Q4	$258K	Buy	+13,000	New	+$257K	﹤0.01%	487
2017 Q2	–	Sell	-24,636	Closed	-$645K	–	839
2017 Q1	$645K	Hold	24,636	–	–	0.01%	402
2016 Q4	$615K	Hold	24,636	–	–	0.01%	392
2016 Q3	$632K	Hold	24,636	–	–	0.01%	366
2016 Q2	$606K	Sell	24,636 -24,636	-50%	-$587K	0.01%	315
2016 Q1	$1.2M	Buy	+49,272	New	+$1.09M	0.01%	273

Other funds holding CAPL

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return