Position in HOOD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$300,840
+$92,940 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#950
of 1,380 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trace Wealth Advisors, LLC holds $1,031,492 across 3 Capital Markets names. HOOD ranks #2 (29.2% of the industry book) .
All Filings in HOOD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,840 | 3,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $207,900 | 3,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $339,300 | 3,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $501,130 | 3,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $327,705 | 3,500 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||