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2023 Etf Series Trust Ii shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $205k 6.0k 34.24
2025-03-31 $178k 5.8k 30.73
2024-12-31 $130k 4.1k 31.97

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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