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Madison Etfs Trust shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Madison Etfs Trust (MSTI) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Madison Etfs Trust

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All positions including Madison Etfs Trust held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Madison Etfs Trust by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 51k 20.62
2025-06-30 $994k 48k 20.64
2025-03-31 $1.0M 49k 20.50
2024-12-31 $955k 47k 20.35
2024-09-30 $888k 43k 20.47

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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
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Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
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Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Madison Etfs Trust

Madison Asset Management
Toroso Investments
Centric Wealth Management
Jane Street
Citadel Advisors
Royal Bank of Canada

View all funds holding Madison Etfs Trust