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Shp Etf Trust shares owned by Oregon Pacific Wealth Management

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

Historical chart of Oregon Pacific Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Oregon Pacific 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $760k 15k 49.37

More positions owned by Oregon Pacific Wealth Management

Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Index Shs Fds State Street Spd (SPDW)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Ea Series Trust Astoria Us Equal (ROE)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust State Street Spd (SPYM)
Investment Managers Ser Tr I Astoria Real (PPI)
Pimco Etf Tr Multisector Bd (PYLD)
Tidal Trust Ii Return Stacked B (RSBA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)
Ssga Active Tr Sst Bridgewater (ALLW)

View all positions for Oregon Pacific Wealth 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