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Shp Etf Trust shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 144k 49.72
2025-06-30 $7.4M 150k 49.73
2025-03-31 $7.0M 142k 49.63
2024-12-31 $6.3M 127k 49.82
2024-09-30 $2.1M 43k 49.80

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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