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Advisors Inner Circle Fd Ii shares owned by Beta Wealth

Quarter-by-quarter ownership of Advisors Inner Circle Fd Ii (DIVP) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Advisors Inner Circle Fd Ii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Ii held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Ii by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 78k 25.21

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2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)
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Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

Top funds holding Advisors Inner Circle Fd Ii

Beta Wealth
Beacon Pointe Advisors
Farther Finance Advisors
Jane Street
Insigneo Advisory Services
Wealth Enhancement Advisory Services
Tocqueville Asset Management
Cary Street Partners Financial
Millstone Evans Group
Steward Partners Investment Advisory
Harbour Investments
Advisor Group Holdings
DHJJ Financial Advisors

View all funds holding Advisors Inner Circle Fd Ii