HTUS β€” CAPITOL SER TR

Ownership history in Cetera Investment Advisers  Β·  3 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported CAPITOL SER TR (HTUS) in 3 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows HTUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in CAPITOL SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HTUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cetera Investment Advisers held HTUS β€” position size vs. price
% of Fund (quarterly)    HTUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 25,788 +20,754 +412.3% 0.00% $1.1M 2025-11-14 $38.47
2024 Q3 REDUCED 5,034 -45 -0.9% 0.00% $221K 2024-11-13 $34.97
2024 Q2 INITIATED 5,079 β€” β€” 0.00% $210K 2024-08-22 $32.39

FAQ About Cetera Investment Advisers and HTUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning HTUS?

Cetera Investment Advisers reported HTUS across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported HTUS position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for HTUS was 0.00% in 2025 Q3.

What is the latest reported HTUS position on this page?

The most recent filing on this page is 2025 Q3, when Cetera Investment Advisers reported 25,788 shares, equal to 0.00% of portfolio, with an estimated market value of $1.1M.

What does the chart on this HTUS ownership page compare?

The chart compares Cetera Investment Advisers's quarterly HTUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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