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Camelot Portfolios

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Kayla Wolf
September 17, 2025

Tactical Growth Update

Kayla Wolf
September 17, 2025

Added/Increased: IWM, SPY

Removed/Decreased: MINT

Comment
Kayla Wolf
September 3, 2025

Quantum Equity Update

Kayla Wolf
September 3, 2025

Added/Increased: ACN, BCO, BKR, CMI, ESS, GOOGL, KMB, RAL, TSN, VEEV, XOM, ZBH, ZM

Removed/Decreased: CACI, CVX, EA, HON, JLL, KLAC, KLG, LH

Comment
Kayla Wolf
August 28, 2025

Opportunities Income

Kayla Wolf
August 28, 2025

Added/Increased: APDFX, APDUX, HIGFX/AHIFX, MINT

Removed/Decreased: ACP, BGH, EMD, EVV, FTHY, JRI, KYN, NXDT, RPN

Comment
Kayla Wolf
August 1, 2025

Opportunities Income Update

Kayla Wolf
August 1, 2025

Added/Increased: APDUX, AHIFX/HIGFX

Removed/Decreased: ACP, BGH, EMD, FTHY, JRI, LSYIX, RNP, SEIX

Comment
Kayla Wolf
July 3, 2025

Opportunity Income Update

Kayla Wolf
July 3, 2025

Added or Increased: APDFX

Eliminated or Decreased: EMD, EVV, FAGIX, FTHY, GPMT, JRI, KYN, NXDT, RNP

Comment
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PHONE: 1-419-794-0538 . FAX: 1-419-794-0539

ADDRESS: Camelot Portfolios, llc.

1700 Woodlands Drive . SUITE 100 . Maumee, OHIO 43537

email support: king.arthur@camelotportfolios.com


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