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Listed Fd Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $729k 29k 25.21
2022-03-31 $4.4M 237k 18.70
2021-12-31 $2.5M 129k 19.51
2021-06-30 $1.6M 87k 18.09

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Goss Wealth Management
Blueprint Investment Partners
LPL Financial
Blueprint Financial Advisors
Legacy CG
Nelson, Van Denburg & Campbell Wealth Management
Financial Designs Corp
Franklin Resources
Beacon Pointe Advisors
Vantage Financial Partners
Raymond James Financial
MY Wealth Management
Spartan Planning & Wealth Management

View all funds holding Listed Fd Tr