Sun Group Wealth Partners historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Sun Group Wealth Partners opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111007), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PEREGRINE INVESTMENT MANAGEMENT INC | Canada | $0.127B | 20 |
| Madison Park Capital Advisors, LLC | United States | $0.127B | 62 |
| ACT CAPITAL MANAGEMENT, LLC | United States | $0.127B | 56 |
| Midwestern Financial, LLC /IA | United States | $0.127B | 54 |
| Aegis Wealth Management, Inc. | United States | $0.127B | 162 |
| STRATEGIC ADVISORY PARTNERS, LLC | United States | $0.127B | 96 |
| Ares Financial Consulting, LLC | United States | $0.127B | 1,066 |
| PB INVESTMENT PARTNERS, L.P. | United States | $0.127B | 10 |
| Van Diest Capital, LLC | United States | $0.127B | 190 |
| Concorde Financial Corp | United States | $0.127B | 26 |