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Shopify Inc cl a shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 3.6k 148.61
2025-06-30 $379k 3.3k 115.35
2025-03-31 $297k 3.1k 95.48
2024-03-31 $447k 5.8k 77.17

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Shopify Inc cl a

Capital World Investors
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Baillie Gifford & Co
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Loomis, Sayles and
Invesco
Geode Capital Management
Bank Of Montreal

View all funds holding Shopify Inc cl a