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Trust For Professional Man shares owned by Financial Services Advisory

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 5.9k 40.78

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
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Ishares Tr Russell 2000 Etf (IWM)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Financial Services Advisory

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Cetera Investment Advisers
Wiley Bros.-aintree Capital
Commonwealth Equity Services
Spire Wealth Management
Park Avenue Securities
Wedbush Morgan Securities
Atria Wealth Solutions
Mariner Wealth Advisors

View all funds holding Trust For Professional Man