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2023 Etf Series Trust shares owned by HB Wealth Management

Quarter-by-quarter ownership of 2023 Etf Series Trust (EAGL) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $383k 12k 31.26
2025-03-31 $343k 12k 28.01
2024-12-31 $341k 12k 27.85

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding 2023 Etf Series Trust

Brown Advisory Holdings Incorporated
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Cresset Asset Management
Sendero Wealth Management
Jpmorgan Chase & Co
Brown Brothers Harriman & Co.
BCS Private Wealth Management
Red Door Wealth Management
Lazard Asset Management
Commerce Bank N A
Permanens Capital
Burkett Financial Services
Atlanta Consulting Group Advisors
Lowe, Brockenbrough & Company
Citizens Financial Group

View all funds holding 2023 Etf Series Trust