Who owns SHP ETF TRUST?
- CUSIP Number: 78433h204
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Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Shp Etf Trust stock
Who bought or sold SHP ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Strategic Equity Management | 38k | $1.2M | 7% | Dec 2025 |
|
| Moneywise | 31k | $968k | 4% | Dec 2025 |
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| Moneta Group Investment Advisors | 16k | $510k | -1% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 10k | $323k | 17% | Dec 2025 |
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| Harvest Investment Services | 8.2k | $255k | 0% | Dec 2025 |
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| Jane Street | 6.8k | $211k | -47% | Dec 2025 |
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| Kestra Advisory Services | 4.5k | $141k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.3k | $71k | 100% | Dec 2025 |
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| UBS Group | 675.00 | $21k | -87% | Dec 2025 |
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| IFP Advisors | 674.00 | $21k | 0% | Dec 2025 |
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| SHP Wealth Management | 625.00 | $20k | 100% | Dec 2025 |
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| Darren Munn | 592.00 | $19k | 100% | Dec 2025 |
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| Geneos Wealth Management | 300.00 | $9.4k | 0% | Dec 2025 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Insight Partners | Sep 2025 | 964k | $30M |
| Creative Financial Designs | Sep 2025 | 57k | $1.8M |
| Flow Traders US | Sep 2025 | 41k | $1.3M |
| AE Wealth Management | Sep 2025 | 30k | $944k |
| LBMC Investment Advisors | Sep 2025 | 21k | $652k |
| Citadel Advisors | Sep 2025 | 8.8k | $276k |
| Hanson McClain Advisors | Sep 2025 | 4.3k | $134k |