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Shp Etf Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Shp Etf Trust

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All positions including Shp Etf Trust held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 65k 49.37
2025-12-31 $233k 4.4k 52.53

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Shp Etf Trust

LPL Financial
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
Susquehanna International

View all funds holding Shp Etf Trust