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Advisorshares Tr shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Advisorshares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisorshares Tr by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 600 24.05

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Advisorshares Tr

CIBC Bancorp USA
Belvedere Trading
Citadel Advisors
Vigilare Wealth Management
Branch Banking & Trust Company
Spire Wealth Management
Versant Capital Management
Farther Finance Advisors
Planning Strategies
Morgan Stanley
UBS Group
Group One Trading
National Bank Of Canada /fi/
Royal Bank of Canada
Hollencrest Securities

View all funds holding Advisorshares Tr