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Engine No 1 Etf Trust shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 1.8k 122.96

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr True Dev Intl Fd (DOL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Ishares Tr Tips Bd Etf (TIP)
Pepsi (PEP)
Ishares Tr 3yrtb Etf (ISHG)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Cascade Financial Partners

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Jpmorgan Chase & Co
OpenArc Corporate Advisory
Sagespring Wealth Partners
Quotient Wealth Partners
LPL Financial
Raymond James Financial
Wells Fargo & Company
WCG Wealth Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Aspiriant
Principle Wealth Partners
Procyon Private Wealth Partners
Mariner Wealth Advisors

View all funds holding Engine No 1 Etf Trust