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Kelly Strategic Etf Trust shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond Wealth Management investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by BlackDiamond Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 85k 31.17
2024-03-31 $2.4M 78k 31.17
2023-12-31 $2.3M 81k 28.78
2023-09-30 $1.9M 79k 24.70
2023-06-30 $2.3M 85k 27.08

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Eafe Grwth Etf (EFG)
Costco Wholesale Corporation (COST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding Kelly Strategic Etf Trust

Royal Bank of Canada
Mutual Advisors
Kovitz Investment Group Partners
TMD Wealth Management
Kestra Advisory Services
Ted Buchan & Co
Ohe Financial
BlackDiamond Wealth Management
Capital Management Associates
Carnick & Kubik
Fullcircle Wealth
Tradition Wealth Management
All Season Financial Advisors
LPL Financial
Great Valley Advisor Group

View all funds holding Kelly Strategic Etf Trust