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Valued Advisers Tr shares owned by Delta Wealth Advisors

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Delta Wealth Advisors from 13F filings

Historical chart of Delta Wealth Advisors investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Delta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 114k 25.45

More positions owned by Delta Wealth Advisors

Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 2026 Term (IBHF)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Delta Wealth Advisors

Top funds holding Valued Advisers Tr

Colony
Delta Wealth Advisors
Mml Investors Services
Stratos Wealth Advisors
Gts Securities
Chicago Partners Investment
Northern Trust
Northwestern Mutual Wealth Management Company
Eukles Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory
UBS Group
Advisor Group Holdings

View all funds holding Valued Advisers Tr