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Advisors Inner Circle Fd Ii shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Ii (EDGU) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Advisors Inner Circle Fd Ii

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All positions including Advisors Inner Circle Fd Ii held by Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 963 27.79
2025-09-30 $14k 484 27.96
2025-06-30 $69k 2.6k 26.02

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Short S&p 500 Ne (SH)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Etf Opportunities Trust Hedgeye Capital (HECA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Invesco Actively Managed Exc Short Duration T (GTOS)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Advisors Inner Circle Fd Ii

CLS Investments
Advisor Group Holdings
3EDGE Asset Management
Envestnet Asset Management
Potomac Fund Management
AMG Asset Management Group
Strategic Blueprint
Private Advisor
Diversify Wealth Management
Gts Securities
Silver Grove Financial Group
LPL Financial
Ashton Thomas Private Wealth
Basepoint Wealth
Mowery & Schoenfeld Wealth Management

View all funds holding Advisors Inner Circle Fd Ii