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Listed Fd Tr shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Listed Fd Tr (SPRX) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 6.7k 38.53

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

Top funds holding Listed Fd Tr

Apollon Wealth Management
Wealth Watch Advisors
D.A. Davidson & Co.
Susquehanna International
Oliver Lagore Vanvalin Investment Group
Citadel Advisors
TD Waterhouse Canada
HighTower Advisors
Acorn Wealth Advisors
FSA Advisors
Advisor Group Holdings
National Wealth Management Group
Moneta Group Investment Advisors
Simplex Trading
SRS Capital Advisors

View all funds holding Listed Fd Tr