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Financial Invs Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Financial Invs Tr

Tip: Access up to 7 years of quarterly data

All positions including Financial Invs Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $366k 9.8k 37.29
2026-03-31 $320k 8.0k 40.10

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Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Advisor Group Holdings

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
CLS Investments
Brookwood Investment Group
Smart Money Group
Old Mission Capital
Mml Investors Services
LPL Financial
Lane Brothers & Co
Advisor Group Holdings
Davenport & Co
Raymond James Financial
Citadel Advisors
UBS Group
Wells Fargo & Company

View all funds holding Financial Invs Tr