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Rbb Fund Trust shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Rbb Fund Trust (FEOE) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 195k 46.12
2025-06-30 $4.1M 97k 42.07

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Rbb Fund Trust

LPL Financial
Nkcfo
Stifel Financial
Royal Bank of Canada
Raymond James Financial
Berger Financial Group
Sagespring Wealth Partners
Janney Montgomery Scott
Redhawk Wealth Advisors
Goss Wealth Management
Oakmont Partners
Lokken Investment Group
Continuum Advisory
Kestra Advisory Services
Sanctuary Advisors

View all funds holding Rbb Fund Trust