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Kelly Strategic Etf Trust shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kelly Strategic Etf Trust by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 43k 33.43
2024-06-30 $1.7M 53k 31.14

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

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