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Ea Series Trust shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 111k 113.86
2025-06-30 $12M 105k 112.68
2025-03-31 $9.8M 88k 111.49
2024-12-31 $1.9M 17k 110.26
2024-09-30 $702k 6.4k 108.89

More positions owned by Arete Wealth Advisors

NVIDIA Corporation (NVDA)
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Walt Disney Company (DIS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Mariner Wealth Advisors
Ethos Financial Group
HighTower Advisors
CWM
Pennington Partners & Co
Kathmere Capital Management
Bravias Capital Group
Whitcomb & Hess
Empowered Funds

View all funds holding Ea Series Trust