SWRP
DAICW

Summit Wealth & Retirement Planning’s CID HoldCo Inc Warrants DAICW Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DAICW Stock Details DAICW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,456
Closed -$1.48K – 117
2025
Q4 		$1.48K Hold
18,456
– – ﹤0.01% 112
2025
Q3 		$2.81K Buy
+18,456
New +$2.87K ﹤0.01% 106

Other funds holding DAICW

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.17B AUM
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Summit Wealth & Retirement Planning's DAICW Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of CID HoldCo Inc Warrants (DAICW) in Q1 2026, closing a stake of 18,456 shares — an estimated $1.48K sold.

Summit Wealth & Retirement Planning first reported a position in DAICW in Q3 2025 and held it in 2 quarters. The position peaked at $2.81K in Q3 2025. 35 funds tracked by Wall St. Rank hold DAICW as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining CID HoldCo Inc Warrants position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 18,456 CID HoldCo Inc Warrants shares in Q1 2026, an estimated $1.48K.
  • Summit Wealth & Retirement Planning first reported a position in CID HoldCo Inc Warrants in Q3 2025 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's CID HoldCo Inc Warrants position peaked at $2.81K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held CID HoldCo Inc Warrants as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.