JWS
CMA

Juncture Wealth Strategies’s Comerica CMA Stock Holding History

Juncture Wealth Strategies’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,485
Closed -$477K – 135
2025
Q4 		$477K Buy
5,485
+800
+17% +$64.4K 0.16% 77
2025
Q3 		$321K Buy
+4,685
New +$315K 0.11% 99

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Juncture Wealth Strategies's CMA Position: Q1 2026 in Review

Juncture Wealth Strategies sold out of Comerica (CMA) in Q1 2026, closing a stake of 5,485 shares — an estimated $477K sold.

Juncture Wealth Strategies first reported a position in CMA in Q3 2025 and held it in 2 quarters. The position peaked at $477K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Juncture Wealth Strategies reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,485 Comerica shares in Q1 2026, an estimated $477K.
  • Juncture Wealth Strategies first reported a position in Comerica in Q3 2025 and held it in 2 quarters.
  • Juncture Wealth Strategies's Comerica position peaked at $477K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Juncture Wealth Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.