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Valued Advisers Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 7.5k 26.99
2023-09-30 $314k 17k 18.07

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Envestnet Asset Management

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Mml Investors Services
Gts Securities
Northern Trust
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory
UBS Group
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr