True Wealth Design’s Cadiz CDZI Stock Holding History

True Wealth Design’s Portfolio CDZI Stock Details CDZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-44	Closed	-$217	–	2692
2026 Q1	$217	Buy	44 +28	+175%	+$153	﹤0.01%	2315
2025 Q4	$90	Hold	16	–	–	﹤0.01%	2352
2025 Q3	$76	Buy	+16	New	+$56	﹤0.01%	2503
2025 Q2	–	Sell	-32	Closed	-$94	–	2621
2025 Q1	$94	Buy	+32	New	+$141	﹤0.01%	2212

Other funds holding CDZI

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's CDZI Position: Q2 2026 in Review

True Wealth Design sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 44 shares — an estimated $217 sold.

True Wealth Design first reported a position in CDZI in Q1 2025 and held it in 4 quarters. The position peaked at $217 in Q1 2026. 3 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

True Wealth Design reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 44 Cadiz shares in Q2 2026, an estimated $217.
True Wealth Design first reported a position in Cadiz in Q1 2025 and held it in 4 quarters.
True Wealth Design's Cadiz position peaked at $217 in Q1 2026.
3 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.