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Rbb Fund Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Rbb Fund Trust by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 59k 48.36
2025-09-30 $1.0M 22k 46.12

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View all positions for WCG Wealth Advisors

Top funds holding Rbb Fund Trust

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

View all funds holding Rbb Fund Trust