Position in BTMCQ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$222
New position
Shares Held
102
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 28 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Avion Wealth holds $149,872 across 21 Capital Markets names. BTMCQ ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59 | $49,913 | |
| 2 | MS |
Morgan Stanley
|
235 | $38,673 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
180 | $12,474 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
77 | $5,164 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
25 | $2,385 | |
| 7 | SF |
Stifel Financial Corp
|
27 | $1,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,804 |
All Filings in BTMCQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222 | 102 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||