Kelleher Financial Advisors’s SMAN CAP TR I PFD SMANP Stock Holding History

Kelleher Financial Advisors’s Portfolio SMANP Stock Details SMANP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Buy	+500	New	–	﹤0.01%	716

Kelleher Financial Advisors's SMANP Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in SMAN CAP TR I PFD (SMANP) in Q1 2026: 500 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings.

1 fund tracked by Wall St. Rank holds SMANP as of Q1 2026.

Kelleher Financial Advisors held 500 shares of SMAN CAP TR I PFD worth $0 as of Q1 2026.
SMAN CAP TR I PFD was a new Kelleher Financial Advisors position in Q1 2026.
SMAN CAP TR I PFD made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #716 holding.
1 fund tracked by Wall St. Rank held SMAN CAP TR I PFD as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.