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Advisors Inner Circle shares owned by Beta Wealth

Quarter-by-quarter ownership of Advisors Inner Circle (LSVD) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Advisors Inner Circle

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 180k 28.15
2025-06-30 $4.5M 176k 25.68

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2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
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Global X Fds Nasdaq 100 Cover (QYLD)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

Top funds holding Advisors Inner Circle

National Pension Service
Beta Wealth
Citadel Advisors

View all funds holding Advisors Inner Circle