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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
2024-03-31 $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)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Ins Etf (KIE)
FedEx Corporation (FDX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr U.s. Bas Mtl Etf (IYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Navis Wealth Advisors

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Advisory Services Network
Navis Wealth Advisors
Richard P Slaughter Associates

View all funds holding Soundwatch Hedged Equity Etf