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Shp Etf Trust shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 56k 49.73

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Broadstone Net Lease (BNL)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)

View all positions for New England Private Wealth Advisors

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust