CUSIP 78433H659ETFQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
5 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Security Advisor, Inc. | 1.90M | $95.62M | +463.8K | Added |
| 2 | Arkadios Wealth Advisors | 230.7K | $11.61M | +230.7K | New |
| 3 | Triumph Capital Management | 16.1K | $811.0K | +846 | Added |
| 4 | Sound Income Strategies, LLC | 419 | $21.1K |
| +419 |
| New |
| 5 | Farther Finance Advisors, LLC | 81 | $4.1K | −5 | Reduced |