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Soundwatch Hedged Equity Etf shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Soundwatch Hedged Equity Etf held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $304k 11k 28.83
2024-06-30 $289k 11k 27.40
2024-03-31 $278k 11k 26.36
2023-12-31 $258k 11k 24.48

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Ins Etf (KIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr U.s. Bas Mtl Etf (IYM)

View all positions for Navis Wealth Advisors

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Advisory Services Network
Atria Investments
Susquehanna International
Navis Wealth Advisors
MAI Wealth Advisors
Transcendent Capital Group

View all funds holding Soundwatch Hedged Equity Etf