CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1845849
SAN JUAN, PR
Position in AFGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$182,700
+$25,950 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#18
of 26 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFGR Over Time
Shares Held
Position Value (USD)
All Filings in AFGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,700 | 5,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $156,750 | 5,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $177,150 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,200 | 5,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $168,200 | 5,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $136,550 | 5,000 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||