SHP ETF TRUST's ticker is and the CUSIP is 78433H501. A total of 60 filers reported holding SHP ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,027,547 | -15.4% | 20,650 | -15.3% | 0.19% | -14.5% |
| Q1 2024 | $1,214,498 | +3.7% | 24,387 | +3.9% | 0.23% | -5.4% |
| Q4 2023 | $1,171,453 | +1.2% | 23,464 | +1.2% | 0.24% | -8.7% |
| Q3 2023 | $1,157,026 | +15.5% | 23,192 | +16.0% | 0.26% | +17.4% |
| Q2 2023 | $1,001,400 | -8.1% | 20,000 | -8.0% | 0.22% | -12.5% |
| Q1 2023 | $1,089,935 | – | 21,740 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT, LLC | 677,537 | $33,714,226 | 11.02% |
| Retirement Planning Group, LLC | 1,319,070 | $65,636,936 | 4.17% |
| Precision Wealth Strategies, LLC | 77,767 | $3,869,708 | 4.00% |
| Worth Asset Management, LLC | 58,314 | $2,901,705 | 1.72% |
| Blue Investment Partners LLC | 72,515 | $3,608,333 | 1.64% |
| Gainplan LLC | 67,758 | $3,371,642 | 1.63% |
| Latitude Advisors, LLC | 53,189 | $2,646,685 | 1.62% |
| Camarda Financial Advisors, LLC | 59,415 | $2,956,496 | 1.16% |
| Great Lakes Retirement, Inc. | 151,391 | $7,533,193 | 1.03% |
| Madison Wealth Partners, Inc | 37,292 | $1,855,643 | 0.64% |