LexAurum Advisors’s Ready Capital RC Stock Holding History

LexAurum Advisors’s Portfolio RC Stock Details RC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.4K	Sell	51,103 -23,790	-32%	-$41.8K	0.01%	419
2026 Q1	$121K	Buy	+74,893	New	+$143K	0.02%	393
2025 Q3	$229K	Sell	59,179 -1,463	-2%	-$6.17K	0.03%	345
2025 Q2	$265K	Buy	60,642 +1,763	+3%	+$7.83K	0.04%	300
2025 Q1	$300K	Buy	+58,879	New	+$363K	0.06%	268

Other funds holding RC

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Miller Global Investments Dallas, Texas $121M AUM

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return