Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of CFG by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−6,594−100.0%	Sold out	Holders
Q4 2023	6,594	$218.5K	<0.1%	+6,594	New	Holders
Q2 2023	0	$0	0.0%	−10,155−100.0%	Sold out	Holders
Q1 2023	10,155	$308.0K	<0.1%	+10,155	New	Holders