U.S. Capital Wealth Advisors’s Olo Inc OLO Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,500	Closed	-$120K	–	964
2025 Q2	$120K	Buy	+13,500	New	+$105K	﹤0.01%	864

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

U.S. Capital Wealth Advisors's OLO Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 13,500 shares — an estimated $120K sold.

U.S. Capital Wealth Advisors first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $120K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

U.S. Capital Wealth Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 13,500 Olo Inc shares in Q3 2025, an estimated $120K.
U.S. Capital Wealth Advisors first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Olo Inc position peaked at $120K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.