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Listed Fd Tr shares owned by Harbour Investments

Quarter-by-quarter ownership of Listed Fd Tr (JULZ) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Harbour Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Harbour Investments

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.3k 191 43.47
2025-03-31 $7.7k 191 40.11
2024-12-31 $42k 1.0k 41.62
2024-09-30 $43k 1.0k 42.30
2024-06-30 $41k 1.0k 40.47
2024-03-31 $40k 1.0k 39.20
2023-12-31 $37k 1.0k 36.17
2023-09-30 $35k 1.0k 34.63
2023-06-30 $36k 1.0k 35.45
2023-03-31 $34k 1.0k 33.35
2022-12-31 $13k 400 31.85
2022-09-30 $12k 400 30.00
2022-06-30 $12k 400 30.00
2021-12-31 $4.0k 100 40.00
2021-09-30 $23k 700 32.86

More positions owned by Harbour Investments

Vanguard Index Fds &p 500 Etf Shs (VOO)
Invesco Qqq Tr Nit Ser 1 (QQQ)
First Tr Exchange-traded Mid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi T Vest Laddered (BUFR)
Ishares Tr Ore S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Mith Unconstrai (UCON)
Apple Om (AAPL)
Ishares Tr Ore S&p500 Etf (IVV)
First Tr Exchange-traded Ap Strength Etf (FTCS)
Schwab Strategic Tr S Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr Series Trust Ortfolio S&p500 (SPLG)
Schwab Strategic Tr S Dividend Eq (SCHD)
Nvidia Corporation Om (NVDA)
Capital Grp Fixed Incm Etf T Ore Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Listed Fd Tr

Wealth Enhancement Advisory Services
IFP Advisors
Advisor Group Holdings
Morgan Stanley

View all funds holding Listed Fd Tr