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Shp Etf Trust shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Shp Etf Trust

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

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Quarterly reported holdings in Shp Etf Trust by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $326k 6.6k 49.37
2025-12-31 $315k 6.0k 52.53
2025-09-30 $301k 5.8k 52.30

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust