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North Square Advisory Research shares owned by NSI Retail Advisors

Quarter-by-quarter ownership of North Square Advisory Research (ADVGX) shares owned by NSI Retail Advisors from 13F filings

Historical chart of NSI Retail Advisors investment in North Square Advisory Research

Tip: Access up to 7 years of quarterly data

All positions including North Square Advisory Research held by NSI Retail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in North Square Advisory Research by NSI Retail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 1.6M 12.90
2024-03-31 $21M 1.7M 12.22
2023-09-30 $13M 1.4M 9.72
2023-06-30 $14M 1.4M 9.98
2023-03-31 $14M 1.5M 9.69
2022-12-31 $14M 1.5M 9.51
2022-09-30 $14M 1.6M 9.21
2022-06-30 $16M 1.6M 9.61
2022-03-31 $19M 1.6M 11.54

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Select Sector Spdr Amex Financial Index (XLF)
Ishares Russell 3000 Etf (IWV)
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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares High Dividnd Etf (HDV)
Vanguard World Fds Health Care Etf (VHT)
Ishares 3-7 Yr Tr Bd Etf (IEI)
North Sq Invstmnts T Advsy Rsch Acp I (ADVGX)
Spdr Series Trust Spdr Prt S&p 500 Etf (SPLG)

View all positions for NSI Retail Advisors

Top funds holding North Square Advisory Research

CSM Advisors
NSI Retail Advisors

View all funds holding North Square Advisory Research