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Exchange Listed Fds Tr saba int rate shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr saba int rate by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 75k 22.77
2025-06-30 $1.7M 75k 22.24
2025-03-31 $1.5M 70k 21.33
2024-12-31 $1.3M 59k 21.42
2024-09-30 $904k 41k 22.25

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Home Depot (HD)

View all positions for Visionary Wealth Advisors

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