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Engine No 1 Etf Trust shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 183k 97.69
2025-06-30 $14M 156k 90.17
2025-03-31 $8.8M 126k 69.75
2024-12-31 $4.2M 58k 72.57
2024-09-30 $2.4M 33k 73.93

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr National Mun Etf (MUB)
Tcw Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Unique Wealth

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Sagespring Wealth Partners
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
Unique Wealth
Aspiriant
WCG Wealth Advisors
Procyon Private Wealth Partners
Partners Capital Investment Group
Thrivent Financial for Lutherans
Venture Visionary Partners
Quadcap Wealth Management
Envestnet Asset Management
Albion Financial Group

View all funds holding Engine No 1 Etf Trust