Wells Fargo
DEMZ icon

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

Wells Fargo’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
2025
Q1 		– Sell
-35
Closed -$1.26K – 7082
2024
Q4 		$1.26K Hold
35
– – ﹤0.01% 6239
2024
Q3 		$1.26K Buy
35
+20
+133% +$693 ﹤0.01% 6101
2024
Q2 		$515 Buy
+15
New +$495 ﹤0.01% 6145

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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 $148M AUM 23.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo's DEMZ Position: Q1 2025 in Review

Wells Fargo sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2025, closing a stake of 35 shares — an estimated $1.26K sold.

Wells Fargo first reported a position in DEMZ in Q2 2024 and held it in 3 quarters. The position peaked at $1.26K in Q3 2024. 16 funds tracked by Wall St. Rank hold DEMZ as of Q1 2025.

  • Wells Fargo reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 35 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2025, an estimated $1.26K.
  • Wells Fargo first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q2 2024 and held it in 3 quarters.
  • Wells Fargo's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $1.26K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.