EAGL — 2023 ETF SERIES TRUST

Ownership history in Bison Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in 2023 ETF SERIES TRUST (EAGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2024 Q3)
Avg. % of fund
0.08%
First filed
2024 Q1
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 38,613 +29,784 +337.3% 0.17% $1.1M $27.13
2024 Q2 UNCHANGED 8,829 — 0% 0.04% $223K $26.25
2024 Q1 INITIATED 8,829 — — 0.04% $223K —
% of Fund (quarterly)    EAGL price (monthly, adj. close)

Other funds also holding EAGL

As of 2025 Q4 — sorted by position size

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 56.97% Sendero Wealth Management, LLC 3Y 8.45% BURKETT FINANCIAL SERVICES, LLC 7.17% Atlanta Consulting Group Advisors, LLC 4.2% Red Door Wealth Management, LLC 3Y 3.6% Permanens Capital L.P. 3Y 7Y 3.39% Summit Wealth Group, LLC 3Y 2.77% LOWE BROCKENBROUGH & CO INC 3Y 7Y 0.87% Triangle Securities Wealth Management 3Y 7Y 0.73% YHB Investment Advisors, Inc. 3Y 7Y 0.71%
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