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Fundvantage Tr shares owned by Foguth Wealth Management

Quarter-by-quarter ownership of Fundvantage Tr (PCLG) shares owned by Foguth Wealth Management from 13F filings

Historical chart of Foguth Wealth Management investment in Fundvantage Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundvantage Tr by Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 548k 23.44

More positions owned by Foguth Wealth Management

Neos Etf Trust Neos S&p 500 Hi (SPYI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20+ Year Tr Bd (TLTW)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds Superdividend (SDIV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Divid Etf (DIVB)
Pgim Etf Tr Jennison Foc Val (PJFV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Foguth Wealth Management

Top funds holding Fundvantage Tr

Sontag Advisory
Foguth Wealth Management
Riverview Capital Advisers
Burk Holdings
Jane Street
Citadel Advisors
UBS Group
American Capital Advisory

View all funds holding Fundvantage Tr