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Guinness Atkinson Fds shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Guinness Atkinson Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guinness Atkinson Fds by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 166k 18.20

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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