Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Perennial Investment Advisors »

Two Rds Shared Tr leadershares eqt shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Two Rds Shared Tr leadershares eqt (SQEW) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Two Rds Shared Tr leadershares eqt

Tip: Access up to 7 years of quarterly data

All positions including Two Rds Shared Tr leadershares eqt held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Two Rds Shared Tr leadershares eqt by Perennial Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$3.3M	100k	32.93
2024-03-31	$4.0M	121k	32.82
2023-09-30	$3.5M	123k	28.70
2023-06-30	$3.7M	125k	29.95
2023-03-31	$3.7M	127k	28.98

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Apple (AAPL)

NVIDIA Corporation (NVDA)

Spdr Ser Tr Msci Usa Strtgic (QUS)

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

Microsoft Corporation (MSFT)

Ishares Tr Core S&p500 Etf (IVV)

Amazon (AMZN)

Vanguard Index Fds Total Stk Mkt (VTI)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr U.s. Tech Etf (IYW)

Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding Two Rds Shared Tr leadershares eqt

Redwood Investment Management

LPL Financial

Mariner Wealth Advisors

Perennial Investment Advisors

Private Advisor

Envestnet Portfolio Solutions

Atria Wealth Solutions

Gladstone Institutional Advisory

Cambridge Investment Research Advisors

Jane Street

Great Valley Advisor Group

Envestnet Asset Management

Commonwealth Equity Services

Good Life Advisors

Coppell Advisory Solutions

View all funds holding Two Rds Shared Tr leadershares eqt

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z