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Engine No 1 Etf Trust shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 24k 78.48
2025-06-30 $1.7M 23k 72.74
2025-03-31 $1.1M 17k 65.39
2024-12-31 $1.2M 17k 68.79

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Engine No 1 Etf Trust

Betterment
Pnc Financial Services
Thrivent Financial for Lutherans
Angeles Investment
Jpmorgan Chase & Co
Goldman Sachs Group
Ethic
Dorsey & Whitney Trust Company
Litman Gregory Asset Management
SRS Capital Advisors
CLS Investments
Mutual Advisors
Morgan Stanley
Pathstone Holdings
Aspiriant

View all funds holding Engine No 1 Etf Trust