Ashton Thomas Private Wealth, LLC

SEC CIK: 0002019663
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Ashton Thomas Private Wealth, 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 (Q2 2026): 5,584
Value: $391.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2024

Holdings of CFG by Ashton Thomas Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,584	$391.3K	<0.1%	+1,886+51.0%	Added	Holders
Q1 2026	3,698	$221.8K	<0.1%	+3,698	New	Holders
Q3 2024	0	$0	0.0%	−607−100.0%	Sold out	Holders
Q2 2024	607	$21.9K	<0.1%	+607	New	Holders