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2023 Etf Series Trust Ii shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of 2023 Etf Series Trust Ii (QLTY) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in 2023 Etf Series Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust Ii held by Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 44k 36.19

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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