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Kelly Strategic Etf Trust shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 79k 31.17
2023-12-31 $1.9M 67k 28.08
2023-09-30 $946k 37k 25.44

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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View all positions for Captrust Financial Advisors

Top funds holding Kelly Strategic Etf Trust

Mutual Advisors
TMD Wealth Management
Royal Bank of Canada
Captrust Financial Advisors
BlackDiamond Wealth Management
Carnick & Kubik
Capital Management Associates
Ohe Financial
Jane Street
LPL Financial
Jacobi Capital Management
Envestnet Asset Management
Lifeworks Advisors
Founders Financial Alliance
Marks Group Wealth Management

View all funds holding Kelly Strategic Etf Trust