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2023 Etf Series Trust Ii shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of 2023 Etf Series Trust Ii (QLTY) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in 2023 Etf Series Trust Ii

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All positions including 2023 Etf Series Trust Ii held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust Ii by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 3.8k 36.19
2025-06-30 $70k 2.0k 34.26
2025-03-31 $7.0k 225 31.26
2024-12-31 $7.2k 225 31.97

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

Top funds holding 2023 Etf Series Trust Ii

AIA Group
Hanson McClain Advisors
Merit Financial Group
Legacy Advisors
Gitterman Wealth Management
Lazard Asset Management
Fft Wealth Management
Crestwood Advisors
Colony
Trustees of Dartmouth College
Brown Brothers Harriman & Co.
Gail Mannix
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
Mml Investors Services

View all funds holding 2023 Etf Series Trust Ii