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Listed Fd Tr shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $432k 8.3k 52.06

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Series Trust State Street Spd (BIL)

View all positions for Comprehensive Portfolio Management

Top funds holding Listed Fd Tr

Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
One Charles Private Wealth Services
Rockefeller Capital Management
Bank of New York Mellon
Bayshore Capital Advisors
Janney Montgomery Scott
Commonwealth Equity Services
Hilltop National Bank
Captrust Financial Advisors
MAI Wealth Advisors
Envestnet Asset Management

View all funds holding Listed Fd Tr