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Shp Etf Trust shares owned by Kagan Cocozza Asset Management

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Kagan Cocozza Asset Management from 13F filings

Historical chart of Kagan Cocozza Asset Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Kagan Cocozza Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 4.2k 49.37

More positions owned by Kagan Cocozza Asset Management

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPMD)
Select Sector Spdr Tr State Street Tec (XLK)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Kagan Cocozza Asset 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