JFS Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.9K	Buy	100 +5	+5%	+$209	﹤0.01%	1381
2026 Q1	$4.09K	Sell	95 -10	-10%	-$475	﹤0.01%	1265
2025 Q4	$4.9K	Buy	105 +16	+18%	+$738	﹤0.01%	1241
2025 Q3	$4.03K	Sell	89 -18	-17%	-$889	﹤0.01%	1202
2025 Q2	$5.15K	Sell	107 -30	-22%	-$1.65K	﹤0.01%	1075
2025 Q1	$8.34K	Buy	137 +12	+10%	+$691	﹤0.01%	934
2024 Q4	$7.17K	Buy	125 +14	+13%	+$817	﹤0.01%	974
2024 Q3	$6.38K	Buy	111 +12	+12%	+$642	﹤0.01%	1032
2024 Q2	$5.03K	Sell	99 -40	-29%	-$2.31K	﹤0.01%	1066
2024 Q1	$9.35K	Sell	139 -12	-8%	-$761	﹤0.01%	834
2023 Q4	$9.24K	Buy	151 +14	+10%	+$842	﹤0.01%	796
2023 Q3	$8.71K	Hold	137	–	–	﹤0.01%	776
2023 Q2	$9.02K	Hold	137	–	–	﹤0.01%	760
2023 Q1	$7.08K	Buy	137 +4	+3%	+$207	﹤0.01%	849
2022 Q4	$6.85K	Sell	133 -2	-1%	-$103	﹤0.01%	862
2022 Q3	$6K	Sell	135 -33	-20%	-$1.79K	﹤0.01%	944
2022 Q2	$9K	Buy	168 +57	+51%	+$3.06K	﹤0.01%	809
2022 Q1	$6K	Buy	111 +71	+178%	+$3.58K	﹤0.01%	1000
2021 Q4	$2K	Buy	+40	New	+$1.83K	﹤0.01%	1167

Other funds holding TAP

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return