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Shp Etf Trust shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $417k 8.4k 49.81

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NVIDIA Corporation (NVDA)
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Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
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Alphabet Cap Stk Cl A (GOOGL)
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J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for WealthPlan Investment Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust