True Wealth Design’s Quad QUAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$7	–	2847
2026 Q1	$7	Buy	+1	New	+$6	﹤0.01%	2684
2025 Q2	–	Sell	-26	Closed	-$142	–	2777
2025 Q1	$142	Buy	+26	New	+$165	﹤0.01%	2085

Other funds holding QUAD

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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