SOA Wealth Advisors’s CVD Equipment Corp CVV Stock Holding History

SOA Wealth Advisors’s Portfolio CVV Stock Details CVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.6K	Hold	2,771	–	–	﹤0.01%	515
2026 Q1	$11.5K	Buy	+2,771	New	+$11.8K	﹤0.01%	574

Other funds holding CVV

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

SOA Wealth Advisors's CVV Position: Q2 2026 in Review

SOA Wealth Advisors held its CVD Equipment Corp (CVV) position steady in Q2 2026 at 2,771 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

SOA Wealth Advisors first reported a position in CVV in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CVV as of Q2 2026.

SOA Wealth Advisors held 2,771 shares of CVD Equipment Corp worth $20.6K as of Q2 2026.
SOA Wealth Advisors left its CVD Equipment Corp share count unchanged in Q2 2026.
CVD Equipment Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #515 holding.
SOA Wealth Advisors first reported a position in CVD Equipment Corp in Q1 2026 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.