| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JP Morgan Active Growth ETF | 3 | Q2 2024 | 14.6% |
| Vanguard Mid-Cap ETF | 3 | Q2 2024 | 11.4% |
| Vanguard Growth ETF | 3 | Q2 2024 | 11.9% |
| First Trust SMID Cap Rising Dividend Achievers ETF | 3 | Q2 2024 | 9.8% |
| Vanguard Value ETF | 3 | Q2 2024 | 8.8% |
| Vanguard Information Technology ETF | 3 | Q2 2024 | 7.7% |
| JP Morgan ActiveBuilders Emerging Markets Equity ETF | 3 | Q2 2024 | 3.7% |
| Vanguard Total International Stock ETF | 3 | Q2 2024 | 7.3% |
| IShares MSCI USA Momentum Factor ETF | 3 | Q2 2024 | 2.3% |
| First Trust NASDAQ Cybersecurity ETF | 3 | Q2 2024 | 2.2% |
View Advantage Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-04 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-07 |
View Advantage Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.