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Valued Advisers Tr shares owned by Harwood Advisory

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Harwood Advisory from 13F filings

Historical chart of Harwood Advisory investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 901 26.99

More positions owned by Harwood Advisory

Ishares Tr Msci Eafe Etf (EFA)
Vaneck Etf Trust Clo Etf (CLOI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Harwood Advisory

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Royal Bank of Canada
Colony
Gts Securities
Northwestern Mutual Wealth Management Company
Intl Fcstone
Northern Trust
Glen Eagle Advisors
Harwood Advisory
UBS Group
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr