Valeo Financial Advisors »

Engine No 1 Etf Trust shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Engine No 1 Etf Trust by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $612k 10k 59.15
2023-12-31 $505k 9.1k 55.62
2023-09-30 $361k 7.2k 49.88
2023-06-30 $373k 7.2k 51.60
2023-03-31 $344k 7.2k 47.59

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Apple Stock (AAPL)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Msci Eafe Etf Etf (EFA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo Financial Advisors

Top funds holding Engine No 1 Etf Trust

Jpmorgan Chase & Co
Jordan Park Group
Betterment
Pnc Financial Services
Goldman Sachs Group
Litman Gregory Asset Management
Bank of America Corporation
Dorsey & Whitney Trust Company
Pathstone Holdings
Values Added Financial
Cambridge Investment Research Advisors
Financial Insights
Mutual Advisors
Phoenix Wealth Advisors
Bank of New York Mellon

View all funds holding Engine No 1 Etf Trust