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Financial Invs Tr shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment Group investment in Financial Invs Tr

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

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Quarterly reported holdings in Financial Invs Tr by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 116k 40.10

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Apple Put Option (AAPL)
Amazon Call Option (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A Call Option (META)
Listed Fds Tr Shares Core Bd (OVB)
Ishares U S Etf Tr Short Duration B (NEAR)
Tidal Trust Iii Vistashares Targ (DRKY)
Tidal Trust I Unlimited Hfeq E (HFEQ)

View all positions for Brookwood Investment Group

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
CLS Investments
Brookwood Investment Group
Old Mission Capital
Mml Investors Services
Jane Street
LPL Financial
Essex Financial Services
Commonwealth Equity Services
Ameritas Advisory Services

View all funds holding Financial Invs Tr