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Listed Fd Tr shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $697k 16k 44.70
2025-06-30 $526k 13k 42.17
2025-03-31 $326k 8.0k 40.65
2024-12-31 $176k 4.6k 38.08

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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