Eq/Growth Strategy

13F holders, Q3 2024 (September 30)
1holders
$27.34avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Eq/Growth Strategy in their 13F filings. The largest holder was Jackson Wealth Management, LLC ($640K).

Company
Eq/Growth Strategy
CUSIP
00248C162
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q3 2024

InstitutionsTotal Value
New Positions1$640K
Exits0$0

Ownership 1 holders

Jackson Wealth Management, LLC 0.08% New 23,405 $640K

"% of holder's portfolio" is EQ/GROWTH STRATEGY's weight in each manager's 13F, not the share of Eq/Growth Strategy the manager owns.