Strategic Wealth Investment Group’s Coastal Compass 100 ETF ROPE Stock Holding History

Strategic Wealth Investment Group’s Portfolio ROPE Stock Details ROPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.64M	Buy	93,584 +16,693	+22%	+$475K	0.33%	50
2025 Q4	$2.08M	Buy	+76,891	New	+$2.03M	0.26%	52

Other funds holding ROPE

SHF

Safe Harbor Fiduciary Pensacola, Florida $105M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group's ROPE Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Coastal Compass 100 ETF (ROPE) stake by 22% in Q1 2026, buying an estimated $475K and bringing the position to 93,584 shares worth $2.64M. The position accounts for 0.33% of the portfolio, ranked #50.

Strategic Wealth Investment Group first reported a position in ROPE in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold ROPE as of Q1 2026.

Strategic Wealth Investment Group held 93,584 shares of Coastal Compass 100 ETF worth $2.64M as of Q1 2026.
Strategic Wealth Investment Group bought 16,693 Coastal Compass 100 ETF shares in Q1 2026, an estimated $475K.
Coastal Compass 100 ETF made up 0.33% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #50 holding.
Strategic Wealth Investment Group first reported a position in Coastal Compass 100 ETF in Q4 2025 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Coastal Compass 100 ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.