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Shp Etf Trust shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $384k 7.5k 51.23
2024-06-30 $288k 5.7k 50.15

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Shp Etf Trust

International Assets Investment Management
Gradient Investments
LPL Financial
Stifel Financial
Brown Financial Advisors
Mml Investors Services
Private Advisor
Renaissance Technologies
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Commonwealth Equity Services
Smith, Moore & Co.

View all funds holding Shp Etf Trust