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Advisorshares Tr shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Advisorshares Tr (PSIL) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Advisorshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2k 300 24.05

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Advisorshares Tr

CIBC Bancorp USA
Belvedere Trading
Simplex Trading
Vigilare Wealth Management
Branch Banking & Trust Company
Versant Capital Management
Farther Finance Advisors
Planning Strategies
Action Point Financial Planning
Mcguire Capital Advisors
Morgan Stanley
Advisor Group Holdings
Royal Bank of Canada
National Bank Of Canada /fi/
Hollencrest Securities

View all funds holding Advisorshares Tr