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RBB shares owned by Beta Wealth

Quarter-by-quarter ownership of RBB (USDX) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 53k 25.81

More positions owned by Beta Wealth

2023 Etf Series Trust Ii Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

Top funds holding RBB

Summit Global Investments
Betterment
Beta Wealth
Gts Securities
Citadel Advisors
Wedbush Morgan Securities
UBS Group
Transamerica Financial Advisors

View all funds holding RBB