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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC · 13F Holdings
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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

No.9986
Latest AUM (Q2 2026)
$305,415
QoQ Change Q1 2026
-$1.9M-86.4%
Holdings
1
New Buys
0
Adds
0
Reduces
1
Exits
5
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ESSENTIAL PPTYS RLTY TR INCEPRT
100%29.5%$305,4159,900$664,20221,579-11,679-54.12%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2019–Q2 2026 · 27 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-11 12:44 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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