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Profesionally Managed Portfo shares owned by MONECO Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by MONECO Advisors from 13F filings

Historical chart of MONECO Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by MONECO Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $295k 12k 24.63

More positions owned by MONECO Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
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Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Vanguard Index Fds Growth Etf (VUG)

View all positions for MONECO Advisors

Top funds holding Profesionally Managed Portfo

Envestnet Asset Management
Advisor Group Holdings
Envestnet Portfolio Solutions
Mml Investors Services
LPL Financial
National Asset Management
Principal Securities
Commonwealth Equity Services
Citadel Advisors
Janney Montgomery Scott
Transamerica Financial Advisors
Kestra Investment Management
Branch Banking & Trust Company
Essex Savings Bank
Jane Street

View all funds holding Profesionally Managed Portfo