True Wealth Design’s QCR Holdings QCRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67K	Hold	48	–	–	﹤0.01%	1358
2026 Q1	$4.1K	Hold	48	–	–	﹤0.01%	1276
2025 Q4	$4K	Sell	48 -1	-2%	-$79	﹤0.01%	1184
2025 Q3	$3.71K	Sell	49 -3	-6%	-$226	﹤0.01%	1201
2025 Q2	$3.53K	Buy	52 +42	+420%	+$2.81K	﹤0.01%	952
2025 Q1	$714	Buy	+10	New	+$762	﹤0.01%	1404

Other funds holding QCRH

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return