Position in XP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,317
+$803 QoQ
Shares Held
81
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 318 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. XP ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
235,801 | $21,757,358 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
473,937 | $17,611,498 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14,940 | $15,109,867 | |
| 4 | MS |
Morgan Stanley
|
40,871 | $8,543,673 | |
| 5 | WULF |
Terawulf Inc.
|
51,194 | $1,264,491 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
17,784 | $888,844 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,022 | $804,446 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,083 | $268,344 |
All Filings in XP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,317 | 81 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $514 | 27 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,342 | 82 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,945 | 210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,777 | 88 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $646 | 47 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $4,116 | 234 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,004 | 234 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,290 | 318 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||