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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Citius Pharmaceuticals CTXR Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio CTXR Stock Details CTXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.6K Buy
29,350
+9,000
+44% +$5.3K ﹤0.01% 915
2026
Q2 		$12.3K Hold
20,350
– – ﹤0.01% 1455
2026
Q1 		$18.3K Buy
20,350
+2,500
+14% +$2.02K ﹤0.01% 1349
2025
Q4 		$13.9K Buy
17,850
+9,250
+108% +$11.6K ﹤0.01% 1466
2025
Q3 		$10.7K Buy
8,600
+5,100
+146% +$7.11K ﹤0.01% 1547
2025
Q2 		$5.56K Buy
3,500
+2,500
+250% +$2.29K ﹤0.01% 1746
2025
Q1 		$1.49K Buy
1,000
+600
+150% +$1.44K ﹤0.01% 2051
2024
Q4 		$1.6K Hold
400
– – ﹤0.01% 1942
2024
Q3 		$5.01K Buy
+400
New +$6.73K ﹤0.01% 1743

Other funds holding CTXR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Miller Financial Services
Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Asset Advisory Group
Asset Advisory Group Kinnelon, New Jersey $232M AUM 16.51% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CTXR Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Citius Pharmaceuticals (CTXR) stake by 44% in Q3 2026, buying an estimated $5.3K and bringing the position to 29,350 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CTXR in Q3 2024 and has held it in 9 quarters since. The position peaked at $18.3K in Q1 2026. 27 funds tracked by Wall St. Rank hold CTXR as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 29,350 shares of Citius Pharmaceuticals worth $15.6K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 9,000 Citius Pharmaceuticals shares in Q3 2026, an estimated $5.3K.
  • Citius Pharmaceuticals made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #915 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Citius Pharmaceuticals in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Citius Pharmaceuticals position peaked at $18.3K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Citius Pharmaceuticals as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.