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Listed Fd Tr shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $444k 18k 25.21

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth 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