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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

CTRE holding history

CareTrust REIT, Inc. in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTRE overviewAll 13F holders of CTREFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2025
Holdings of CTRE by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$00.0%00.0%UnchangedHolders
Q1 202615$00.0%−14−48.3%ReducedHolders
Q4 202529$1.00K<0.1%+29NewHolders