Who owns SHP ETF TRUST?
- Ticker: CSHI
- CUSIP Number: 78433h501
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Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Shp Etf Trust stock
Who bought or sold SHP ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Napa Wealth Management | 919k | $46M | 100% | Sep 2024 |
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| Retirement Planning Group | 785k | $39M | -41% | Sep 2024 |
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| International Assets Investment Management | 617k | $12M | 100% | Sep 2024 |
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| Richard P Slaughter Associates | 445k | $22M | 5755% | Sep 2024 |
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| Gradient Investments | 407k | $20M | 2% | Sep 2024 |
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| Atticus Wealth Management | 400k | $20M | -41% | Sep 2024 |
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| Mercer Global Advisors | 396k | $413k | 5% | Jun 2024 |
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| Advisor Group Holdings | 287k | $14M | 26% | Sep 2024 |
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| LPL Financial | 139k | $6.9M | -33% | Sep 2024 |
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| Mml Investors Services | 118k | $5.9M | 34% | Sep 2024 |
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| Worth Asset Management | 99k | $4.9M | 69% | Sep 2024 |
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| Atomi Financial Group | 93k | $4.6M | 19% | Sep 2024 |
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| Gladstone Institutional Advisory | 93k | $4.6M | 243% | Sep 2024 |
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| WT Wealth Management | 91k | $4.5M | -59% | Sep 2024 |
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| Blue Investment Partners | 73k | $3.6M | 100% | Jun 2024 |
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| Precision Wealth Strategies | 71k | $3.5M | -9% | Sep 2024 |
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| Gainplan | 68k | $3.4M | 0% | Sep 2024 |
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| Camarda Wealth Advisory | 61k | $3.0M | 3% | Sep 2024 |
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| Latitude Advisors | 47k | $2.4M | -11% | Sep 2024 |
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| Stifel Financial | 47k | $2.3M | 180% | Jun 2024 |
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| Capital Investment Advisory Services | 44k | $2.2M | 36% | Sep 2024 |
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| Integrated Wealth Concepts | 43k | $2.1M | 100% | Sep 2024 |
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| Cannon Advisors | 37k | $1.8M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 33k | $1.6M | -2% | Sep 2024 |
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| Madison Wealth Partners | 32k | $1.6M | -14% | Sep 2024 |
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| Jane Street | 27k | $1.3M | 291% | Sep 2024 |
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| Susquehanna International | 26k | $1.3M | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 25k | $1.3M | 100% | Sep 2024 |
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| Goss Wealth Management | 25k | $1.3M | 22% | Jun 2024 |
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| Brown Financial Advisors | 23k | $1.2M | 5% | Sep 2024 |
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| Ashton Thomas Private Wealth | 22k | $1.1M | 1293% | Sep 2024 |
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| Claro Advisors | 22k | $1.1M | 74% | Sep 2024 |
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| Capital Insight Partners | 21k | $1.0M | 1% | Sep 2024 |
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| Empire Financial Management Company | 19k | $966k | 46% | Sep 2024 |
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| Flow Traders US | 18k | $904k | -19% | Sep 2024 |
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| Paladin Wealth | 17k | $834k | 100% | Sep 2024 |
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| We Are One Seven | 16k | $809k | -18% | Sep 2024 |
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| Belpointe Asset Management | 15k | $743k | 100% | Jun 2024 |
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| Silver Oak Securities | 11k | $568k | 63% | Sep 2024 |
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| Old Mission Capital | 10k | $509k | 100% | Jun 2024 |
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| Mattson Financial Services | 8.1k | $402k | 0% | Sep 2024 |
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| Envestnet Asset Management | 8.0k | $401k | -1% | Sep 2024 |
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| Moloney Securities Asset Management | 7.9k | $395k | -3% | Sep 2024 |
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| First Trust Investment Solutions | 7.6k | $379k | 100% | Sep 2024 |
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| Secure Asset Management | 6.0k | $298k | -5% | Sep 2024 |
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| Great Lakes Retirement | 5.7k | $285k | -96% | Sep 2024 |
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| Aptus Capital Advisors | 5.5k | $273k | -31% | Sep 2024 |
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| Global Retirement Partners | 5.3k | $266k | 1% | Sep 2024 |
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| Delta Investment Management | 4.6k | $229k | -18% | Sep 2024 |
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| Fiduciary | 4.6k | $227k | -4% | Jun 2024 |
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| MGB Wealth Management | 1.5k | $75k | 0% | Sep 2024 |
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| Ridgewood Investments | 900.00 | $45k | 0% | Sep 2024 |
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| Creative Financial Designs | 600.00 | $30k | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 410.00 | $20k | 0% | Sep 2024 |
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| Larson Financial Group | 315.00 | $16k | 2% | Sep 2024 |
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| Newbridge Financial Services Group | 299.00 | $15k | -99% | Sep 2024 |
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| Legacy Investment Solutions | 183.00 | $9.1k | 100% | Sep 2024 |
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| Legacy Wealth Managment | 183.00 | $9.1k | 100% | Sep 2024 |
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| Parallel Advisors | 22.00 | $1.1k | 0% | Sep 2024 |
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| Continuum Advisory | 4.00 | $200.000000 | 100% | Sep 2024 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Jun 2024 | 60k | $3.0M |
| Leavell Investment Management | Jun 2024 | 15k | $763k |
| World Equity Group | Jun 2024 | 14k | $713k |
| Atria Investments | Jun 2024 | 14k | $713k |
| Kingsview Wealth Management | Jun 2024 | 5.8k | $291k |
| Citadel Advisors | Jun 2024 | 4.8k | $239k |
| Cambridge Investment Research Advisors | Jun 2024 | 4.5k | $222k |
| Harbour Investments | Jun 2024 | 252.00 | $13k |
| Castleview Partners | Jun 2024 | 201.00 | $10k |
| Penserra Capital Management | Jun 2024 | 159.00 | $8.0k |
| Jpmorgan Chase & Co | Jun 2024 | 70.00 | $3.5k |
| Coppell Advisory Solutions | Jun 2024 | 13.00 | $646.999600 |