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Guinness Atkinson Fds shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Guinness Atkinson Fds (ADIV) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Guinness Atkinson Fds

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All positions including Guinness Atkinson Fds held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guinness Atkinson Fds by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 416k 18.11
2025-06-30 $5.0M 286k 17.63
2025-03-31 $2.3M 153k 15.38

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded Lng Dur Oprtun (LGOV)
American Centy Etf Tr Diversifid Crp (KORP)
Select Sector Spdr Tr Technology (XLK)
Guinness Atkinson Fds Smartetfs Asia (ADIV)
Spdr Series Trust Portfli Intrmdit (SPTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Eafe Smcp (HSCZ)
Flexshares Tr Cr Scored Long (LKOR)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

Top funds holding Guinness Atkinson Fds

Comprehensive Wealth Management
Rooted Wealth Advisors
Jane Street
Lakeside Advisors
Citadel Advisors
Morgan Stanley

View all funds holding Guinness Atkinson Fds