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Shp Etf Trust shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 68k 49.45

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade Wealth Advisors

Top funds holding Shp Etf Trust

Gradient Investments
Stifel Financial
Jane Street
Unique Wealth
Cascade Wealth Advisors
Camarda Wealth Advisory
International Assets Investment Management
Guardian Financial Partners
Delta Investment Management
Derbend Asset Management
Compass Ion Advisors
Triumph Capital Management
HighTower Advisors
Fortress Wealth Management
Crescent Grove Advisors

View all funds holding Shp Etf Trust