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2023 Etf Series Trust Ii shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth 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 Wingate Wealth 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 70k 36.19
2025-06-30 $2.4M 71k 34.26
2025-03-31 $2.3M 72k 31.26
2024-12-31 $2.0M 63k 31.97

More positions owned by Wingate Wealth Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth 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