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Shp Etf Trust shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial Services investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 8.6k 52.30
2025-06-30 $360k 7.2k 50.32
2025-03-31 $319k 6.7k 47.89
2024-12-31 $338k 6.7k 50.82
2024-09-30 $301k 5.9k 51.23
2024-06-30 $256k 5.1k 50.15

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large Cap Etf CGM (VV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Value Etf Value Etf (VTV)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Class B CL B (BRK.B)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)
Vanguard Short Term Cor Bd Etf Short Trm Cor (VCSH)

View all positions for Novak & Powell Financial Services

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