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Shp Etf Trust shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 23k 52.89
2025-06-30 $980k 19k 51.66
2025-03-31 $801k 17k 47.23
2024-12-31 $609k 12k 50.54
2024-09-30 $586k 12k 51.17
2024-06-30 $269k 5.7k 47.41

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NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust