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Listed Fd Tr shares owned by Edge Capital Group

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Edge Capital Group from 13F filings

Historical chart of Edge Capital Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Edge Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Edge Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.4M 244k 30.44
2023-06-30 $6.7M 219k 30.57
2023-03-31 $8.4M 273k 30.84
2022-12-31 $8.0M 256k 31.48
2022-09-30 $6.6M 237k 27.83

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

Top funds holding Listed Fd Tr

Shufro Rose & Co
Rockefeller Capital Management
One Charles Private Wealth Services
Wells Fargo & Company
Engrave Wealth Partners
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada
UBS Group
Lowe fs
HighTower Advisors
Cullen Frost Bankers
Janney Montgomery Scott
Bank of New York Mellon
Green Square Capital

View all funds holding Listed Fd Tr