HTUS — CAPITOL SER TR

Ownership history in Equitable Holdings, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in CAPITOL SER TR (HTUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q1)
Avg. % of fund
0.02%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,485 -342 -0.6% 0.02% $2.2M $39.70
2025 Q3 ADDED 55,827 +4,581 +8.9% 0.02% $2.4M $38.16
2025 Q2 REDUCED 51,246 -6,520 -11.3% 0.02% $2.0M $35.71
2025 Q1 REDUCED 57,766 -4,467 -7.2% 0.02% $2.1M $32.59
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HTUS price (monthly, adj. close)

Other funds also holding HTUS

As of 2025 Q4 — sorted by position size

New Century Financial Group, LLC 1.37% Comprehensive Wealth Management, LLC 1.25% NIA IMPACT ADVISORS, LLC 3Y 0.53% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.1% Centric Wealth Management 3Y 7Y 0.06% PFG Investments, LLC 0.04% Western Wealth Management, LLC 3Y 7Y 0.04% Signal Advisors Wealth, LLC 0.03% PRINCIPAL SECURITIES, INC. 0.01% IHT Wealth Management, LLC 3Y 7Y 0.01%
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