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RBB shares owned by HighPoint Advisor

Quarter-by-quarter ownership of RBB (UTEN) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in RBB

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

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Quarterly reported holdings in RBB by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 5.3k 43.60
2025-12-31 $232k 5.3k 44.05

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
Woodard & Co Asset Management Group
Morgan Stanley
Financeware
Raymond James Financial
LPL Financial
Goldman Sachs Group
Commonwealth Equity Services
Foguth Wealth Management
Citadel Advisors
Apollon Wealth Management
Stifel Financial
UBS Group
Envestnet Asset Management

View all funds holding RBB