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Rbb Fund Trust shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Rbb Fund Trust (COPY) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 20k 12.88

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Top funds holding Rbb Fund Trust

Goss Wealth Management
Nations Financial Group
LPL Financial
DKM Wealth Management
D.A. Davidson & Co.
Citadel Advisors
Sanctuary Advisors
Steward Partners Investment Advisory
Mutual Advisors
Susquehanna International
Oppenheimer & Co
Ingalls & Snyder
Certified Advisory Corp
Royal Bank of Canada
PFG Investments

View all funds holding Rbb Fund Trust