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Engine No 1 Etf Trust shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.4M 36k 122.96
2026-03-31 $3.0M 31k 97.77
2025-12-31 $1.9M 20k 96.16

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Core Equity Et Shs Creat Unit (CGUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Community West Bancshares (CWBC)
Capital Group Growth Etf Shs Creat Unit (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
OpenArc Corporate Advisory
Sagespring Wealth Partners
Quotient Wealth Partners
LPL Financial
Raymond James Financial
WCG Wealth Advisors
Wells Fargo & Company
Unique Wealth
Northwestern Mutual Wealth Management Company
Aspiriant
Jane Street
Procyon Private Wealth Partners
Mariner Wealth Advisors
Centerline Wealth Advisors

View all funds holding Engine No 1 Etf Trust