SHP Wealth Management »

Advisorshares Tr shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Advisorshares Tr (MSOS) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Advisorshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisorshares Tr by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9k 528 3.55
2025-12-31 $2.5k 531 4.72

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Advisorshares Tr

Frigate Ventures
Susquehanna International
Suvretta Capital Management
Marex Group
Two Seas Capital
Citadel Advisors
AdvisorShares Investments
Clear Street Group
Citigroup
Caption Management
Intrinsic Edge Capital Management
Concurrent Investment Advisors
Murchinson
Sender Co & Partners
Barclays

View all funds holding Advisorshares Tr