Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Shp Etf Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $377k 7.6k 49.37

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust