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Shp Etf Trust shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $960k 18k 53.09

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View all positions for Balboa Wealth Partners

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust