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True Wealth Design’s Citizens Community Bancorp CZWI Stock Holding History

True Wealth Design’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188 Sell
8
-2
-20% -$42 ﹤0.01% 2457
2026
Q1 		$198 Hold
10
– – ﹤0.01% 2337
2025
Q4 		$179 Sell
10
-1
-9% -$17 ﹤0.01% 2250
2025
Q3 		$177 Buy
+11
New +$172 ﹤0.01% 2326

Other funds holding CZWI

CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design reduced its Citizens Community Bancorp (CZWI) stake by 20% in Q2 2026, selling an estimated $42 and leaving 8 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

True Wealth Design first reported a position in CZWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $198 in Q1 2026. 7 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • True Wealth Design held 8 shares of Citizens Community Bancorp worth $188 as of Q2 2026.
  • True Wealth Design sold 2 Citizens Community Bancorp shares in Q2 2026, an estimated $42.
  • Citizens Community Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2457 holding.
  • True Wealth Design first reported a position in Citizens Community Bancorp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Citizens Community Bancorp position peaked at $198 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

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