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2023 Etf Series Trust shares owned by SWMG

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

Historical chart of SWMG investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in 2023 Etf Series Trust by SWMG

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.3M 45k 28.55

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for SWMG

Top funds holding 2023 Etf Series Trust

Banque Pictet & Cie Sa
Heritage Oak Wealth Advisors
Atria Investments
VisionPoint Advisory Group
SWMG
Legacy Wealth Partners
Fulcrum Equity Management
Hutchens & Kramer Investment Management Group
Concurrent Investment Advisors
Legacy Capital Wealth Partners
IFP Advisors
UBS Group

View all funds holding 2023 Etf Series Trust