Security record · archived quarter
FXZ
name pending profile ingest
1Tracked holders
0Δ holders
35.80KShares held
$2.76MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.80K | $2.76M | n/a | n/a |
| Q2 2026 | 32 | 0 | 2.72M | $216.37M | +1 | −2 |
| Q1 2026 | 34 | +2 | 2.38M | $181.08M | +2 | n/a |
| Q4 2025 | 32 | -1 | 1.63M | $105.96M | n/a | −1 |
| Q3 2025 | 6 | 0 | 260.45K | $16.04M | n/a | n/a |
| Q2 2025 | 3 | -1 | 9.21K | $524,681 | n/a | −1 |
| Q1 2025 | 2 | -1 | 62.18K | $3.45M | n/a | −1 |
| Q4 2024 | 3 | 0 | 61.32K | $3.48M | n/a | n/a |
| Q3 2024 | 3 | +1 | 57.96K | $3.89M | +1 | n/a |
| Q2 2024 | 2 | n/a | 42.66K | $2.77M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 35.80K | -7.9% | $2.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 3.18M shares, $234.03M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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