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Shp Etf Trust shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 24k 49.37
2025-12-31 $481k 9.2k 52.53
2024-06-30 $445k 8.9k 50.15
2024-03-31 $778k 16k 50.36
2023-12-31 $230k 4.8k 48.20
2023-09-30 $219k 4.7k 46.95

More positions owned by Axxcess Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds State Street Spd (SPDW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Axxcess Wealth Management

Top funds holding Shp Etf Trust

LPL Financial
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
Susquehanna International

View all funds holding Shp Etf Trust