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Ea Series Trust shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Ea Series Trust (TBG) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 39k 33.07
2025-06-30 $624k 19k 32.18

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Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Insight Wealth Partners

Top funds holding Ea Series Trust

HighTower Advisors
Abundance Wealth Counselors
Cambridge Investment Research Advisors
OneAscent Wealth Management
OneAscent Financial Services
EverSource Wealth Advisors
Stifel Financial
Stokes Capital Advisors
Atria Investments
Commonwealth Equity Services
Insight Wealth Partners
Gts Securities
OneAscent Family Office
Susquehanna International
Cetera Investment Advisers

View all funds holding Ea Series Trust