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Shp Etf Trust shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 93k 52.53
2025-09-30 $3.0M 57k 52.30
2025-06-30 $1.1M 22k 50.32
2025-03-31 $518k 11k 47.89

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)
Eli Lilly & Co. (LLY)

View all positions for Kingsview Wealth Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust