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2023 Etf Series Trust Ii shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of 2023 Etf Series Trust Ii (QLTY) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management 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 Triangle Securities Wealth Management 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 63k 36.19
2025-06-30 $1.9M 57k 34.26
2025-03-31 $1.4M 45k 31.26
2024-12-31 $1.2M 37k 31.97

More positions owned by Triangle Securities Wealth Management

J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)

View all positions for Triangle Securities Wealth Management

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