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Engine No 1 Etf Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 123k 97.69
2025-06-30 $14M 159k 90.17

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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