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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
2026-03-31 $5.3M 285k 18.61
2025-12-31 $3.1M 165k 18.54
2025-09-30 $3.0M 166k 18.20

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View all positions for Rooted Wealth Advisors

Top funds holding Guinness Atkinson Fds

Comprehensive Wealth Management
Rooted Wealth Advisors
Citadel Advisors
Jane Street
Susquehanna International
Decker Retirement Planning
Morgan Stanley

View all funds holding Guinness Atkinson Fds