True Wealth Design’s Escalade ESCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210	Hold	11	–	–	﹤0.01%	2341
2026 Q2	$207	Buy	11 +3	+38%	+$55	﹤0.01%	2441
2026 Q1	$138	Hold	8	–	–	﹤0.01%	2407
2025 Q4	$108	Sell	8 -2	-20%	-$25	﹤0.01%	2327
2025 Q3	$126	Buy	10 +2	+25%	+$26	﹤0.01%	2408
2025 Q2	$112	Sell	8 -13	-62%	-$192	﹤0.01%	2212
2025 Q1	$322	Buy	21 +3	+17%	+$45	﹤0.01%	1736
2024 Q4	$258	Buy	+18	New	+$260	﹤0.01%	1192

Other funds holding ESCA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's ESCA Position: Q3 2026 in Review

True Wealth Design held its Escalade (ESCA) position steady in Q3 2026 at 11 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

True Wealth Design first reported a position in ESCA in Q4 2024 and has held it in 8 quarters since. The position peaked at $322 in Q1 2025. 8 funds tracked by Wall St. Rank hold ESCA as of Q3 2026.

True Wealth Design held 11 shares of Escalade worth $210 as of Q3 2026.
True Wealth Design left its Escalade share count unchanged in Q3 2026.
Escalade made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2341 holding.
True Wealth Design first reported a position in Escalade in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Escalade position peaked at $322 in Q1 2025.
8 funds tracked by Wall St. Rank held Escalade as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.