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Shp Etf Trust shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 28k 49.81
2026-03-31 $1.1M 23k 49.78

More positions owned by Unique Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
UBS Group
New England Private Wealth Advisors
Retirement Planning Group
Atticus Wealth Management
Richard P Slaughter Associates
Commonwealth Equity Services
Arkadios Wealth Advisors
MADDEN SECURITIES Corp
Global View Capital Management
Summit Financial
Stratos Wealth Partners
Mml Investors Services
Grantvest Financial Group

View all funds holding Shp Etf Trust