Eq/Growth Strategy
13F holders, Q2 2025 (June 30)1holders
1new positions
0sold out
$27.58avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Eq/Growth Strategy in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($596K).
- Company
- Eq/Growth Strategy
- CUSIP
- 00248C162
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $596K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q2 2025: 21,609 shares bought, net +21,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.06% | New | 21,609 | $596K |
"% 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.