Sovereign Investment Advisors
Latest statistics and disclosures from Sovereign Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VNLA, USMV, JAAA, IEFA, and represent 47.02% of Sovereign Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$8.8M), BKGI, IVV, IEFA, BND, VMBS, TFLO, JNK, AGG, BIV.
- Reduced shares in these 7 stocks: USMV, VNLA, BIL, MGC, VTIP, GSEW, OKE.
- Sold out of its positions in GSEW, MGC, VTIP.
- Sovereign Investment Advisors was a net seller of stock by $-1.4M.
- Sovereign Investment Advisors has $268M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0001908165
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Sovereign Investment Advisors holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Sovereign Investment Advisors
SEC 13F filings are viewable for Sovereign Investment Advisors going back to 2021
- Sovereign Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Sovereign Investment Advisors 2023 Q3 filed Nov. 1, 2023
- Sovereign Investment Advisors 2023 Q2 filed July 19, 2023
- Sovereign Investment Advisors 2023 Q1 filed May 11, 2023
- Sovereign Investment Advisors 2022 Q4 filed Feb. 14, 2023
- Sovereign Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Sovereign Investment Advisors 2022 Q2 filed Aug. 4, 2022
- Sovereign Investment Advisors 2022 Q1 filed April 28, 2022
- Sovereign Investment Advisors 2019 Q4 filed Feb. 7, 2022
- Sovereign Investment Advisors 2020 Q1 filed Feb. 7, 2022
- Sovereign Investment Advisors 2020 Q2 filed Feb. 7, 2022
- Sovereign Investment Advisors 2020 Q3 filed Feb. 7, 2022
- Sovereign Investment Advisors 2020 Q4 filed Feb. 7, 2022
- Sovereign Investment Advisors 2021 Q1 filed Feb. 7, 2022
- Sovereign Investment Advisors 2021 Q2 filed Feb. 7, 2022
- Sovereign Investment Advisors 2021 Q3 filed Feb. 7, 2022