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Shp Etf Trust shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $396k 7.6k 52.30
2025-06-30 $250k 5.0k 50.32
2025-03-31 $203k 4.2k 47.89

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

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