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2023 Etf Series Trust shares owned by Balance Wealth

Quarter-by-quarter ownership of 2023 Etf Series Trust (BINV) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 195k 38.42
2025-06-30 $5.3M 149k 35.86
2025-03-31 $3.4M 103k 33.04

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding 2023 Etf Series Trust

Hantz Financial Services
Scotia Capital
Advisor Group Holdings
Balance Wealth
LPL Financial
Citadel Advisors
Flow Traders US
Horizon Family Wealth
Fjell Capital
Envestnet Asset Management
Madison Asset Management
Integrated Wealth Concepts
Curtis Advisory Group
Susquehanna International
Stifel Financial

View all funds holding 2023 Etf Series Trust