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2023 Etf Series Trust shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of 2023 Etf Series Trust (PQUS) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.0M 36k 28.54

More positions owned by Legacy Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Divid Etf (DIVB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Legacy Wealth Partners

Top funds holding 2023 Etf Series Trust

Banque Pictet & Cie Sa
Atria Investments
VisionPoint Advisory Group
Legacy Wealth Partners
IFP Advisors
UBS Group

View all funds holding 2023 Etf Series Trust