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Yorkville America Investment Trust shares owned by Curran Financial Partners

Quarter-by-quarter ownership of Yorkville America Investment Trust shares owned by Curran Financial Partners from 13F filings

Historical chart of Curran Financial Partners investment in Yorkville America Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Yorkville America Investment Trust held by Curran Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yorkville America Investment Trust by Curran Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $92M 2.2M 42.36

More positions owned by Curran Financial Partners

Yorkville Amer Invts Tr Truth Social God
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str Sp500div (SPYD)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Glb X Mlp Enrg I (MLPX)
Spdr Series Trust St Term High Etf (SJNK)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Vanguard World Inf Tech Etf (VGT)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Curran Financial Partners

Top funds holding Yorkville America Investment Trust

Curran Financial Partners
Gts Securities
AE Wealth Management
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Equitable Trust
Susquehanna International
Creative Planning
Goldman Sachs Group
Jpmorgan Chase & Co
Advisor Group Holdings
Vision Financial Markets

View all funds holding Yorkville America Investment Trust