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Shp Etf Trust shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 853 49.72
2025-06-30 $97k 2.0k 49.73
2025-03-31 $92k 1.9k 49.63

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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