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Advisors Inner Circle Fd Ii shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 57k 28.07
2025-06-30 $1.2M 46k 26.69
2025-03-31 $282k 12k 24.42
2024-12-31 $257k 11k 22.59

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Advisors Inner Circle Fd Ii

CLS Investments
Advisor Group Holdings
3EDGE Asset Management
Potomac Fund Management
Envestnet Asset Management
Private Advisor
Strategic Blueprint
Diversify Wealth Management
LPL Financial
Sowell Financial Services
Atria Investments
Savvy Advisors
Gts Securities
Bank of New York Mellon
Susquehanna International

View all funds holding Advisors Inner Circle Fd Ii