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Ea Series Trust shares owned by Poinciana Advisors Group

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Poinciana Advisors Group from 13F filings

Historical chart of Poinciana Advisors Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ea Series Trust by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 259k 22.65
2025-06-30 $5.3M 260k 20.38
2025-03-31 $3.8M 193k 19.44
2024-12-31 $4.2M 194k 21.65

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

Top funds holding Ea Series Trust

Colony
Buckingham Strategic Partners
Peirce Capital Management
Keb Asset Management
Squire Investment Management Company
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
Capstone Wealth Management
Brady Martz Wealth Solutions
Forum Financial Management
Gibson Capital
EverSource Wealth Advisors
Friday Financial
Benningfield Financial Advisors

View all funds holding Ea Series Trust