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True Wealth Design’s Claros Mortgage Trust CMTG Stock Holding History

True Wealth Design’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184 Buy
+78
New +$191 ﹤0.01% 2461
2026
Q1 		– Sell
-36
Closed -$111 – 2729
2025
Q4 		$111 Buy
+36
New +$117 ﹤0.01% 2319

Other funds holding CMTG

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 78 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #2461 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CMTG as recently as Q4 2025.

True Wealth Design first reported a position in CMTG in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • True Wealth Design held 78 shares of Claros Mortgage Trust worth $184 as of Q2 2026.
  • Claros Mortgage Trust was a new True Wealth Design position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2461 holding.
  • True Wealth Design first reported a position in Claros Mortgage Trust in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

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