Ledgewood Wealth Advisors’s Clear Secure YOU Stock Holding History

Ledgewood Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$724K	Hold	13,000	–	–	0.38%	35
2026 Q1	$629K	Hold	13,000	–	–	0.35%	41
2025 Q4	$456K	Hold	13,000	–	–	0.26%	48
2025 Q3	$434K	Hold	13,000	–	–	0.26%	49
2025 Q2	$361K	Hold	13,000	–	–	0.23%	53
2025 Q1	$337K	Hold	13,000	–	–	0.22%	51
2024 Q4	$346K	Hold	13,000	–	–	0.22%	55
2024 Q3	$431K	Hold	13,000	–	–	0.29%	45
2024 Q2	$243K	Sell	13,000 -6,000	-32%	-$109K	0.21%	52
2024 Q1	$404K	Sell	19,000 -1,000	-5%	-$19.9K	0.38%	36
2023 Q4	$413K	Buy	+20,000	New	+$389K	0.38%	35

Other funds holding YOU

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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Handelsbanken Fonder

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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return