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Listed Fd Tr shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 152k 24.70

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Listed Fd Tr

CWM
Taylor Securities Services
Swan Wealth Advisors
Blueprint Investment Partners
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Blueprint Financial Advisors
O'shaughnessy Asset Management
Legacy CG
Nelson, Van Denburg & Campbell Wealth Management
Financial Designs Corp
Beacon Pointe Advisors
Laurel Oak Wealth Management
Vantage Financial Partners

View all funds holding Listed Fd Tr