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Valued Advisers Tr shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2026-03-31 $389k 14k 27.45

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Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Delta Wealth Advisors
Mml Investors Services
Stratos Wealth Advisors
Gts Securities
Chicago Partners Investment
Bank Of Montreal
Northern Trust
Northwestern Mutual Wealth Management Company
Morgan Stanley
Eukles Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory

View all funds holding Valued Advisers Tr