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Ea Series Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ea Series Trust (STXD) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series 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 Ea Series Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 135k 31.41
2024-03-31 $4.2M 136k 30.99
2023-12-31 $3.2M 110k 28.89
2023-09-30 $2.4M 91k 26.33
2023-06-30 $1.5M 53k 27.46
2023-03-31 $1.4M 53k 26.08

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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Ea Series Trust

OxenFree Capital
Pensionmark Financial Group
Intl Fcstone
Holistic Planning
Cambridge Investment Research Advisors
Kestra Advisory Services
Venture Visionary Partners
PDS Planning
Captrust Financial Advisors
CWM
Harbour Investments
Parallel Advisors
Advisor Group Holdings
Aptus Capital Advisors
JNBA Financial Advisors

View all funds holding Ea Series Trust