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Shp Etf Trust shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 1.2k 52.52
2025-09-30 $10k 192 52.30

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
UBS Group
Mml Investors Services
Stifel Financial
Private Advisor
Royal Bank of Canada
Howard Capital Management
Raymond James Financial
MADDEN SECURITIES Corp
Merit Financial Group
Second Half Financial Partners
Cetera Investment Advisers
Susquehanna International
Envestnet Asset Management

View all funds holding Shp Etf Trust