SOA Wealth Advisors’s Sow Good SOWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Hold	0	–	-$1	–	915
2025 Q3	–	Hold	0	–	–	–	893
2025 Q2	–	Hold	0	–	–	–	879
2025 Q1	–	Hold	0	–	–	–	881
2024 Q4	–	Hold	0	–	–	–	872
2024 Q3	–	Hold	0	–	–	–	836

Other funds holding SOWG

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Geode Capital Management

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

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return