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Mutual Fd Ser Tr Alphacentric mf shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Mutual Fd Ser Tr Alphacentric mf (IOFIX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Mutual Fd Ser Tr Alphacentric mf

Tip: Access up to 7 years of quarterly data

All positions including Mutual Fd Ser Tr Alphacentric mf held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mutual Fd Ser Tr Alphacentric mf by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 404k 7.79
2023-12-31 $3.0M 381k 7.98

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Schwab US Broad Market ETF Etf (SCHB)
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Schwab US Large Cap ETF Etf (SCHX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap Growth ETF Etf (SCHG)
Abrdn Physical Gold Shares ETF Etf (SGOL)
iShares Bitcoin TR Etf
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
iShares Short Treasury Bond ETF Etf (SHV)
Energy Select Sector SPDR ETF Etf (XLE)
Apple (AAPL)

View all positions for Ethos Financial Group

Top funds holding Mutual Fd Ser Tr Alphacentric mf

Ethos Financial Group
Main Street Group
Tucker Asset Management

View all funds holding Mutual Fd Ser Tr Alphacentric mf