JFS Wealth Advisors’s RUM Group Inc RUM Stock Holding History

JFS Wealth Advisors’s Portfolio RUM Stock Details RUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-502	Closed	-$2.56K	–	2289
2026 Q1	$2.56K	Hold	502	–	–	﹤0.01%	1436
2025 Q4	$3.17K	Hold	502	–	–	﹤0.01%	1411
2025 Q3	$3.63K	Hold	502	–	–	﹤0.01%	1242
2025 Q2	$4.51K	Hold	502	–	–	﹤0.01%	1120
2025 Q1	$3.55K	Hold	502	–	–	﹤0.01%	1263
2024 Q4	$6.53K	Hold	502	–	–	﹤0.01%	1014
2024 Q3	$2.69K	Hold	502	–	–	﹤0.01%	1367
2024 Q2	$2.79K	Hold	502	–	–	﹤0.01%	1307
2024 Q1	$4.06K	Hold	502	–	–	﹤0.01%	1176
2023 Q4	$2.25K	Hold	502	–	–	﹤0.01%	1379
2023 Q3	$2.56K	Hold	502	–	–	﹤0.01%	1269
2023 Q2	$4.48K	Hold	502	–	–	﹤0.01%	1054
2023 Q1	$5.02K	Hold	502	–	–	﹤0.01%	983
2022 Q4	$2.99K	Buy	+502	New	+$4.81K	﹤0.01%	1215

Other funds holding RUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return