MWM
CNAV

Maridea Wealth Management’s Mohr Company Nav ETF CNAV Stock Holding History

Maridea Wealth Management’s Portfolio CNAV Stock Details CNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
+33,735
New +$1.35M 0.17% 141

Other funds holding CNAV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Maridea Wealth Management's CNAV Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in Mohr Company Nav ETF (CNAV) in Q2 2026: 33,735 shares worth $1.62M. The stake represents 0.17% of the portfolio and ranks #141 among its holdings.

9 funds tracked by Wall St. Rank hold CNAV as of Q2 2026.

  • Maridea Wealth Management held 33,735 shares of Mohr Company Nav ETF worth $1.62M as of Q2 2026.
  • Mohr Company Nav ETF was a new Maridea Wealth Management position in Q2 2026.
  • Mohr Company Nav ETF made up 0.17% of Maridea Wealth Management's portfolio in Q2 2026, its #141 holding.
  • 9 funds tracked by Wall St. Rank held Mohr Company Nav ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.