Potentia Wealth’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Potentia Wealth’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$501K	Buy	+10,041	New	+$501K	0.19%	48

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Potentia Wealth's TBIL Position: Q3 2026 in Review

Potentia Wealth opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 10,041 shares worth $501K. The stake represents 0.19% of the portfolio and ranks #48 among its holdings.

210 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Potentia Wealth held 10,041 shares of F/m US Treasury 3 Month Bill Fund worth $501K as of Q3 2026.
F/m US Treasury 3 Month Bill Fund was a new Potentia Wealth position in Q3 2026.
F/m US Treasury 3 Month Bill Fund made up 0.19% of Potentia Wealth's portfolio in Q3 2026, its #48 holding.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Potentia Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.