Eq/Growth Strategy
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$29.22avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Eq/Growth Strategy in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Jackson Wealth Management, LLC ($621K).
- Company
- Eq/Growth Strategy
- CUSIP
- 00248C162
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 356 shares sold, net −356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Jackson Wealth Management, LLC | 0.06% | Reduce -1.6% | 21,253 | $621K |
"% 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.