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Shp Etf Trust shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $485k 796 609.84

More positions owned by Wellington Wealth Strategies

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ultra Short-term (ICSH)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Oracle Corporation (ORCL)
Adobe Systems Incorporated (ADBE)
AutoZone (AZO)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

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