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Engine No 1 Etf Trust shares owned by Roberts Wealth Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (NETZ) shares owned by Roberts Wealth Advisors from 13F filings

Historical chart of Roberts Wealth Advisors investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 4.5k 67.33
2023-09-30 $236k 4.5k 52.02

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Trane Technologies SHS (TT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Qualcomm (QCOM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Visa Com Cl A (V)
Linde SHS (LIN)

View all positions for Roberts Wealth Advisors

Top funds holding Engine No 1 Etf Trust

Jordan Park Group
Signify Wealth
David R. Rahn Inc. dba Avalon Capital Management
Cyndeo Wealth Partners
Albion Financial Group
TFC Financial Management
Orion Portfolio Solutions
3EDGE Asset Management
Bellevue Asset Management
Jpmorgan Chase & Co
Gts Securities
Becker Capital Management
Portside Wealth Group
Townsquare Capital
Bristlecone Advisors

View all funds holding Engine No 1 Etf Trust