WS
DEMZ icon

Wedbush Securities’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Wedbush Securities’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,000
Closed -$216K – 1150
2024
Q3 		$216K Hold
6,000
– – 0.01% 960
2024
Q2 		$206K Buy
+6,000
New +$198K 0.01% 1064

Other funds holding DEMZ

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWS
Maxwell Wealth Strategies Pleasanton, California $245M AUM 23.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities's DEMZ Position: Q4 2024 in Review

Wedbush Securities sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q4 2024, closing a stake of 6,000 shares — an estimated $216K sold.

Wedbush Securities first reported a position in DEMZ in Q2 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 19 funds tracked by Wall St. Rank hold DEMZ as of Q4 2024.

  • Wedbush Securities reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Wedbush Securities sold 6,000 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q4 2024, an estimated $216K.
  • Wedbush Securities first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q2 2024 and held it in 2 quarters.
  • Wedbush Securities's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $216K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q4 2024.

Based on Wedbush Securities's 13F filing for Q4 2024, filed 13 Feb 2025.