Joseph Group Capital Management »

Financial Invs Tr shares owned by Joseph Group Capital Management

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by Joseph Group Capital Management from 13F filings

Historical chart of Joseph Group Capital Management investment in Financial Invs Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Invs Tr by Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 449k 30.64
2025-06-30 $12M 457k 26.09

More positions owned by Joseph Group Capital Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Financial Invs Tr Corecommodity Na (CCNR)
Wisdomtree Tr Glb High Div Fd (DEW)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Parker-Hannifin Corporation (PH)
Lam Research Corporation

View all positions for Joseph Group Capital Management

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
Old Mission Capital
Jane Street
UBS Group

View all funds holding Financial Invs Tr