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Ishares Msci Usa Quality Facto invalid shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 8.4k 164.35
2023-12-31 $1.3M 9.1k 147.14
2023-09-30 $1.3M 10k 131.79
2023-06-30 $1.9M 14k 134.87
2023-03-31 $1.7M 14k 124.06

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Sovereign Financial Group

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
CWM
M^T Bank Corporation
Envestnet Portfolio Solutions
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Ronald Blue Trust
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid