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Shp Etf Trust shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 26k 50.36
2023-12-31 $1.5M 31k 48.20
2023-09-30 $1.6M 35k 46.95
2023-06-30 $1.1M 22k 49.64

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion 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
Compass Ion Advisors
Triumph Capital Management
HighTower Advisors
Fortress Wealth Management
Crescent Grove Advisors
Gts Securities

View all funds holding Shp Etf Trust