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Summit Wealth Group (Colorado)’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56,417
Closed -$3.03M – 451
2025
Q3 		$3.03M Buy
+56,417
New +$1.97K 0.47% 36

Other funds holding SQFTW

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KF
Ketron Financial Novato, California $279M AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SQFTW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q4 2025, closing a stake of 56,417 shares — an estimated $3.03M sold.

Summit Wealth Group (Colorado) first reported a position in SQFTW in Q3 2025 and held it in 1 quarter. The position peaked at $3.03M in Q3 2025. 35 funds tracked by Wall St. Rank hold SQFTW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 56,417 Presidio Property Trust Inc Series A Warrants shares in Q4 2025, an estimated $3.03M.
  • Summit Wealth Group (Colorado) first reported a position in Presidio Property Trust Inc Series A Warrants in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Presidio Property Trust Inc Series A Warrants position peaked at $3.03M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.