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Rbb Fund Trust shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rbb Fund Trust by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $31k 620 50.46

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Milestone Investment Advisors

Top funds holding Rbb Fund Trust

LPL Financial
Stifel Financial
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Raymond James Financial
Bank of America Corporation
Great Valley Advisor Group
Goss Wealth Management
Janney Montgomery Scott
Nkcfo
Cetera Investment Advisers
Tanglewood Wealth Management
Berger Financial Group
Commonwealth Equity Services
HighTower Advisors

View all funds holding Rbb Fund Trust