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Advisors Ser Tr shares owned by Greenwood Capital Associates

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by Greenwood Capital Associates from 13F filings

Historical chart of Greenwood Capital Associates investment in Advisors Ser Tr

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All positions including Advisors Ser Tr held by Greenwood Capital Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $278k 5.1k 54.06

More positions owned by Greenwood Capital Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust World Ex Us Core (DFAX)
International Business Machines (IBM)
Ishares Tr Core Msci Pac (IPAC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Palo Alto Networks (PANW)

View all positions for Greenwood Capital Associates

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Morgan Stanley
Intellectus Partners
Susquehanna International
HighTower Advisors
Cambridge Investment Research Advisors
Roehl & Yi Investment Advisors
Quantinno Capital Management
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Sanctuary Advisors
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors

View all funds holding Advisors Ser Tr