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Shp Etf Trust shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 5.7k 52.30
2025-06-30 $321k 6.4k 50.32

More positions owned by Financial & Tax Architects

Ishares Msci Eafe Etf Etf (EFA)
Fidelity Total Bond Etf Etf (FBND)
Spdr S&p 500 Etf Trust Etf (SPY)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Core U.s. Reit Etf Etf (USRT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Johnson & Johnson Stock (JNJ)

View all positions for Financial & Tax Architects

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