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Advisors Ser Tr shares owned by CI Private Wealth

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 53k 56.27

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Cambridge Investment Research Advisors
HighTower Advisors
Jane Street
UBS Group
CI Private Wealth
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors
LPL Financial
Summit Financial
Ashton Thomas Securities
We Are One Seven

View all funds holding Advisors Ser Tr