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Financial Invs Tr shares owned by Essex Financial Services

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by Essex Financial Services from 13F filings

Historical chart of Essex Financial Services investment in Financial Invs Tr

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All positions including Financial Invs Tr held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 5.5k 40.10

More positions owned by Essex Financial Services

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
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Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Pimco Etf Tr Multisector Bd (PYLD)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Texas Pacific Land Corp (TPL)
Eli Lilly & Co. (LLY)

View all positions for Essex Financial Services

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