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Listed Fd Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $822k 18k 44.69
2025-06-30 $736k 18k 42.17

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
One Charles Private Wealth Services
UBS Group
Rockefeller Capital Management
Bank of New York Mellon
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
Lowe fs
Raymond James Financial
Hilltop National Bank

View all funds holding Listed Fd Tr