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Shp Etf Trust shares owned by CWM

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Shp Etf Trust

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All positions including Shp Etf Trust held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 35k 49.71
2025-06-30 $1.1M 22k 49.75

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Shp Etf Trust

Richard P Slaughter Associates
Gradient Investments
Atticus Wealth Management
Commonwealth Equity Services
LPL Financial
Retirement Planning Group
Gainplan
Grantvest Financial Group
Stratos Wealth Partners
Atomi Financial Group
Integrated Wealth Concepts
Summit Financial
Mml Investors Services
Able Wealth Management
MADDEN SECURITIES Corp

View all funds holding Shp Etf Trust