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Ea Series Trust shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $245M 8.9M 27.34
2025-09-30 $235M 8.8M 26.67

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Chubb (CB)

View all positions for Amplius Wealth Advisors

Top funds holding Ea Series Trust

Amplius Wealth Advisors
Pathstone Holdings
O'shaughnessy Asset Management
Royal Bank of Canada

View all funds holding Ea Series Trust