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Flexshares Tr qualt divd idx shares owned by Caldwell Trust

Quarter-by-quarter ownership of Flexshares Tr qualt divd idx (QDF) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Flexshares Tr qualt divd idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qualt divd idx held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qualt divd idx by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $184k 2.3k 80.81
2025-09-30 $181k 2.3k 79.40

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Flexshares Tr qualt divd idx

Northern Trust
Tiaa Trust, National Association
Keybank National Association
VeraBank
Bank of New York Mellon
LPL Financial
Envestnet Asset Management
UBS Group
Colony
Ledyard National Bank
Baird Financial
Sontag Advisory
Bridges Investment Management
Wealth Enhancement Advisory Services
CLS Investments

View all funds holding Flexshares Tr qualt divd idx