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North Sqaure Strategic Income mf shares owned by CSM Advisors

Quarter-by-quarter ownership of North Sqaure Strategic Income mf (ADVNX) shares owned by CSM Advisors from 13F filings

Historical chart of CSM Advisors investment in North Sqaure Strategic Income mf

Tip: Access up to 7 years of quarterly data

All positions including North Sqaure Strategic Income mf held by CSM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in North Sqaure Strategic Income mf by CSM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 114k 9.92
2023-09-30 $368k 43k 8.48
2023-06-30 $787k 91k 8.62
2023-03-31 $764k 88k 8.71
2022-12-31 $775k 88k 8.83
2022-09-30 $763k 88k 8.69
2022-06-30 $1.0M 118k 8.87
2022-03-31 $1.1M 117k 9.50
2021-12-31 $2.3M 229k 9.91

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Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Vanguard Index Tr Growth (VUG)
Vanguard Index Tr Value (VTV)
Alphabet Class C (GOOG)
Jpmorgan Chase & Co Common (JPM)
Us Bancorp Del Common (USB)
Cummins Common (CMI)
Johnson & Johnson Common (JNJ)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Hartford Insurance Common (HIG)
Ishares Msci Eurozone (EZU)
Chevron Corp Common (CVX)
Cisco Systems Common (CSCO)
Microsoft Corp Common (MSFT)

View all positions for CSM Advisors

Top funds holding North Sqaure Strategic Income mf

CSM Advisors

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