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WR Wealth Planners’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

WR Wealth Planners’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.31K Hold
75
– – ﹤0.01% 832
2024
Q3 		$2.28K Hold
75
– – ﹤0.01% 880
2024
Q2 		$2.15K Hold
75
– – ﹤0.01% 873
2024
Q1 		$2.23K Buy
+75
New +$2.12K ﹤0.01% 858

Other funds holding SOVF

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WR Wealth Planners's SOVF Position: Q4 2024 in Review

WR Wealth Planners held its Sovereign's Capital Flourish Fund (SOVF) position steady in Q4 2024 at 75 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

WR Wealth Planners first reported a position in SOVF in Q1 2024 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SOVF as of Q4 2024.

  • WR Wealth Planners held 75 shares of Sovereign's Capital Flourish Fund worth $2.31K as of Q4 2024.
  • WR Wealth Planners left its Sovereign's Capital Flourish Fund share count unchanged in Q4 2024.
  • Sovereign's Capital Flourish Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #832 holding.
  • WR Wealth Planners first reported a position in Sovereign's Capital Flourish Fund in Q1 2024 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.