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Listed Fd Tr shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.2M 38k 30.57
2023-03-31 $1.0M 33k 30.84
2022-12-31 $1.0M 33k 31.48
2022-09-30 $918k 33k 27.82
2022-06-30 $942k 33k 28.54

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
LPL Financial
Rockefeller Capital Management
One Charles Private Wealth Services
Wells Fargo & Company
Engrave Wealth Partners
Commonwealth Equity Services
Royal Bank of Canada
Captrust Financial Advisors
Lowe fs
Bank of New York Mellon
Green Square Capital
Edge Capital Group
Cullen Frost Bankers
UBS Group

View all funds holding Listed Fd Tr