Paragon Wealth Strategies, LLC - SHP ETF TRUST ownership

SHP ETF TRUST's ticker is and the CUSIP is 78433H501. A total of 1 filers reported holding SHP ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.8%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of SHP ETF TRUST
ValueSharesWeighting
Q4 2023$17,343,275
+3.7%
347,387
+3.7%
4.77%
-4.3%
Q3 2023$16,716,447
-43.0%
335,066
-42.8%
4.99%
-46.1%
Q2 2023$29,305,407585,2899.25%
Other shareholders
SHP ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 103,884$5,182,7885.62%
WT Wealth Management 234,750$11,711,6825.02%
Paragon Wealth Strategies, LLC 335,066$16,716,4474.99%
Camarda Financial Advisors, LLC 95,121$4,745,5763.06%
Gainplan LLC 32,148$1,603,8682.23%
Atomi Financial Group, Inc. 32,561$1,624,4690.54%
Madison Wealth Partners, Inc 19,042$949,9940.48%
Newbridge Financial Services Group, Inc. 12,357$616,4910.31%
CAPITAL INSIGHT PARTNERS, LLC 23,192$1,157,0260.26%
Claro Advisors LLC 17,570$876,5900.22%
View complete list of SHP ETF TRUST shareholders