Calton & Associates »

Exchange Listed Fds Tr saba int rate shares owned by Calton & Associates

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate held by Calton & Associates 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 Exchange Listed Fds Tr saba int rate by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 9.4k 22.77
2025-06-30 $208k 9.3k 22.24
2024-09-30 $201k 9.0k 22.25

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Exchange Listed Fds Tr saba int rate

LPL Financial
New England Private Wealth Advisors
Fortress Wealth Management
Raymond James Financial
Envestnet Asset Management
Foundations Investment Advisors
Royal Bank of Canada
Cetera Investment Advisers
AdvisorNet Financial
Private Capital Management
XML Financial
Wealth Enhancement Advisory Services
Thomas J. Herzfeld Advisors
Oppenheimer & Co
Scotia Capital

View all funds holding Exchange Listed Fds Tr saba int rate