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Kelly Strategic Etf Trust shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kelly Strategic Etf Trust by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $343k 10k 33.43
2024-06-30 $291k 9.5k 30.53
2024-03-31 $184k 5.9k 31.17
2023-09-30 $74k 2.9k 25.44

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Kelly Strategic Etf Trust

Royal Bank of Canada
Mutual Advisors
Kovitz Investment Group Partners
Kestra Advisory Services
Carnick & Kubik
Ted Buchan & Co
Ohe Financial
Capital Management Associates
BlackDiamond Wealth Management
J2 Capital Management
MBL Wealth
Fullcircle Wealth
Tradition Wealth Management
All Season Financial Advisors
LPL Financial

View all funds holding Kelly Strategic Etf Trust