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Shp Etf Trust shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (BNDI) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $657k 14k 47.11
2024-12-31 $1.4M 30k 46.66
2024-09-30 $2.1M 43k 48.68

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Shp Etf Trust

Retirement Planning Group
Carter Financial Group
LPL Financial
Camarda Wealth Advisory
HighTower Advisors
Hartland & Co
LLBH Private Wealth Management
Atomi Financial Group
One + One Wealth Management
Berger Financial Group
Cambridge Investment Research Advisors
Private Trust Co Na
Global Retirement Partners
Capital Analysts
CWM

View all funds holding Shp Etf Trust