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Lavaca Capital’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Lavaca Capital’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,860
Closed -$57.2K – 300
2024
Q4 		$57.2K Buy
+1,860
New +$58.4K 0.02% 167

Other funds holding SOVF

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lavaca Capital's SOVF Position: Q1 2025 in Review

Lavaca Capital sold out of Sovereign's Capital Flourish Fund (SOVF) in Q1 2025, closing a stake of 1,860 shares — an estimated $57.2K sold.

Lavaca Capital first reported a position in SOVF in Q4 2024 and held it in 1 quarter. The position peaked at $57.2K in Q4 2024. 23 funds tracked by Wall St. Rank hold SOVF as of Q1 2025.

  • Lavaca Capital reported no remaining Sovereign's Capital Flourish Fund position as of Q1 2025 after selling out during the quarter.
  • Lavaca Capital sold 1,860 Sovereign's Capital Flourish Fund shares in Q1 2025, an estimated $57.2K.
  • Lavaca Capital first reported a position in Sovereign's Capital Flourish Fund in Q4 2024 and held it in 1 quarter.
  • Lavaca Capital's Sovereign's Capital Flourish Fund position peaked at $57.2K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.