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Shp Etf Trust shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 14k 49.72
2025-06-30 $1.3M 27k 49.73
2025-03-31 $7.7M 155k 49.63
2024-12-31 $27M 546k 49.82
2024-09-30 $46M 919k 49.80

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

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