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

Winnow Wealth’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
Q3 		– Sell
-10,400
Closed -$405K – 588
2025
Q2 		$405K Buy
+10,400
New +$371K 0.3% 40

Other funds holding DEMZ

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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 $161M AUM 51.06% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winnow Wealth's DEMZ Position: Q3 2025 in Review

Winnow Wealth sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q3 2025, closing a stake of 10,400 shares — an estimated $405K sold.

Winnow Wealth first reported a position in DEMZ in Q2 2025 and held it in 1 quarter. The position peaked at $405K in Q2 2025. 17 funds tracked by Wall St. Rank hold DEMZ as of Q3 2025.

  • Winnow Wealth reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 10,400 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q3 2025, an estimated $405K.
  • Winnow Wealth first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $405K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.