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Yorkville America Investment Trust shares owned by Equitable Trust

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

Historical chart of Equitable Trust investment in Yorkville America Investment Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Yorkville America Investment Trust by Equitable Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $517k 12k 42.36

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Alphabet Inc Class A cs (GOOGL)
Vanguard Value ETF (VTV)
Hca Holdings (HCA)
Perimeter Solutions (PRM)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Ishares Core Intl Stock Etf core (IXUS)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Qqq Trust Series 1 (QQQ)
Shopify Inc cl a (SHOP)
Energy Select Sector SPDR (XLE)

View all positions for Equitable Trust

Top funds holding Yorkville America Investment Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Equitable Trust
Vision Financial Markets

View all funds holding Yorkville America Investment Trust