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Shp Etf Trust shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Shp Etf Trust

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

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Quarterly reported holdings in Shp Etf Trust by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 116k 49.80
2023-12-31 $1.2M 24k 49.93

More positions owned by Worth Asset Management

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Neos Enhanced Income Ca Alt Etf Etf (CSHI)
Nvidia Corporation Stock (NVDA)
Vanguard Total Bond Market Etf Etf (BND)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Shp Etf Trust

Atticus Wealth Management
Precision Wealth Strategies
Paragon Wealth Strategies
WT Wealth Management
Advisor Group Holdings
Worth Asset Management
Camarda Wealth Advisory
Flow Traders US
Axxcess Wealth Management
Gradient Investments
Great Lakes Retirement
Latitude Advisors
Gainplan
Atomi Financial Group
Kingsview Wealth Management

View all funds holding Shp Etf Trust