Toth Financial Advisory’s Cloudastructure CSAI Stock Holding History

Toth Financial Advisory’s Portfolio CSAI Stock Details CSAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$631	–	814
2025 Q1	$631	Buy	+5	New	+$1.5K	﹤0.01%	675

Other funds holding CSAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Toth Financial Advisory's CSAI Position: Q2 2025 in Review

Toth Financial Advisory sold out of Cloudastructure (CSAI) in Q2 2025, closing a stake of 5 shares — an estimated $631 sold.

Toth Financial Advisory first reported a position in CSAI in Q1 2025 and held it in 1 quarter. The position peaked at $631 in Q1 2025. 18 funds tracked by Wall St. Rank hold CSAI as of Q2 2025.

Toth Financial Advisory reported no remaining Cloudastructure position as of Q2 2025 after selling out during the quarter.
Toth Financial Advisory sold 5 Cloudastructure shares in Q2 2025, an estimated $631.
Toth Financial Advisory first reported a position in Cloudastructure in Q1 2025 and held it in 1 quarter.
Toth Financial Advisory's Cloudastructure position peaked at $631 in Q1 2025.
18 funds tracked by Wall St. Rank held Cloudastructure as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.