SWIM
CAPL icon

Smallwood Wealth Investment Management’s CrossAmerica Partners CAPL Stock Holding History

Smallwood Wealth Investment Management’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$2.06K – 532
2025
Q4 		$2.06K Hold
100
– – ﹤0.01% 398
2025
Q3 		$2.1K Hold
100
– – ﹤0.01% 394
2025
Q2 		$2.09K Hold
100
– – ﹤0.01% 398
2025
Q1 		$2.46K Buy
+100
New +$2.3K ﹤0.01% 375

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Smallwood Wealth Investment Management's CAPL Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of CrossAmerica Partners (CAPL) in Q1 2026, closing a stake of 100 shares — an estimated $2.06K sold.

Smallwood Wealth Investment Management first reported a position in CAPL in Q1 2025 and held it in 4 quarters. The position peaked at $2.46K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining CrossAmerica Partners position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 100 CrossAmerica Partners shares in Q1 2026, an estimated $2.06K.
  • Smallwood Wealth Investment Management first reported a position in CrossAmerica Partners in Q1 2025 and held it in 4 quarters.
  • Smallwood Wealth Investment Management's CrossAmerica Partners position peaked at $2.46K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.