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Retirement Wealth Solutions’s CRA International CRAI Stock Holding History

Retirement Wealth Solutions’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11K Hold
67
– – 0.01% 256
2026
Q2 		$9.56K Hold
67
– – 0.01% 235
2026
Q1 		$10.9K Sell
67
-12
-15% -$2.16K 0.01% 204
2025
Q4 		$15.9K Hold
79
– – 0.01% 178
2025
Q3 		$16.5K Sell
79
-12
-13% -$2.3K 0.01% 177
2025
Q2 		$17.1K Hold
91
– – 0.01% 166
2025
Q1 		$15.8K Sell
91
-5
-5% -$926 0.01% 161
2024
Q4 		$17.1K Buy
+96
New +$18.2K 0.01% 161

Other funds holding CRAI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Retirement Wealth Solutions's CRAI Position: Q3 2026 in Review

Retirement Wealth Solutions held its CRA International (CRAI) position steady in Q3 2026 at 67 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #256.

Retirement Wealth Solutions first reported a position in CRAI in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.1K in Q4 2024. 13 funds tracked by Wall St. Rank hold CRAI as of Q3 2026.

  • Retirement Wealth Solutions held 67 shares of CRA International worth $11K as of Q3 2026.
  • Retirement Wealth Solutions left its CRA International share count unchanged in Q3 2026.
  • CRA International made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #256 holding.
  • Retirement Wealth Solutions first reported a position in CRA International in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's CRA International position peaked at $17.1K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held CRA International as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.