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CBTG
Cabot Growth ETF
CBTG
CBTG
Delisted
CBTG was delisted on the 1st of February, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SW
1
SkyOak Wealth
Southfield,
Michigan
| $33.7M | +$27.9M | +952,239 | +559% |
|
| 2 |
S
2
SignatureFD
Atlanta,
Georgia
| $902K | +$760K | +25,941 | +616% |
|
| 3 |
AIP
3
Ahrens Investment Partners
Lafayette,
Louisiana
| $450K | +$441K | +15,050 | New |
|
| 4 |
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $300K | +$294K | +10,038 | New |
|
| 5 |
5
Citadel Advisors
Miami,
Florida
| $262K | +$257K | +8,761 | New |
|
| 6 |
IIC
6
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $242K | +$237K | +8,103 | New |
|