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RBB shares owned by Centerpoint Advisory Group

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Centerpoint Advisory Group from 13F filings

Historical chart of Centerpoint Advisory Group investment in RBB

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All positions including RBB held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 7.2k 50.00
2025-06-30 $341k 6.8k 50.00
2025-03-31 $341k 6.8k 50.01
2024-12-31 $291k 5.8k 49.86

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NVIDIA Corporation (NVDA)
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Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
T Rowe Price Etf Cap Appreciation (TCAF)
Etf Ser Solutions Distillate Us (DSTL)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Centerpoint Advisory Group

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB