Dynamic Advisor Solutions LLC - SHP ETF TRUST ownership

SHP ETF TRUST's ticker is and the CUSIP is 78433H501. A total of 50 filers reported holding SHP ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of SHP ETF TRUST
ValueSharesWeighting
Q2 2024$1,659,356
+0.9%
33,347
+1.0%
0.05%
-7.1%
Q1 2024$1,644,247
+0.2%
33,017
+0.4%
0.06%
-8.2%
Q4 2023$1,641,628
+323.3%
32,872
+322.8%
0.06%
+238.9%
Q3 2023$387,8457,7740.02%
Other shareholders
SHP ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
ATTICUS WEALTH MANAGEMENT, LLC 677,537$33,714,22611.02%
Retirement Planning Group, LLC 1,319,070$65,636,9364.17%
Precision Wealth Strategies, LLC 77,767$3,869,7084.00%
Worth Asset Management, LLC 58,314$2,901,7051.72%
Blue Investment Partners LLC 72,515$3,608,3331.64%
Gainplan LLC 67,758$3,371,6421.63%
Latitude Advisors, LLC 53,189$2,646,6851.62%
Camarda Financial Advisors, LLC 59,415$2,956,4961.16%
Great Lakes Retirement, Inc. 151,391$7,533,1931.03%
Madison Wealth Partners, Inc 37,292$1,855,6430.64%
View complete list of SHP ETF TRUST shareholders