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Uptown Financial Advisors LLC → ET-PI

Uptown Financial Advisors LLC ET-PI Position History

ET-PI

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.1M
Q1 2026$2.5M
Q2 2026$2.5M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M124.9K——
Q2 2026$2.5M128.8K——
Q1 2026$2.5M128.7K——
Q4 2025$2.1M130.2K——

Other funds holding ET-PI

Other Uptown Financial Advisors LLC positions

VGES

VANGUARD INDEX FDS

$17.1M
VGES

VANGUARD INDEX FDS

$16.1M
VGES

VANGUARD INDEX FDS

$13.8M
VGES

VANGUARD INDEX FDS

$13.7M
ETHA

ISHARES TR

$11.8M
VGES

VANGUARD INDEX FDS

$11.3M
VGES

VANGUARD INDEX FDS

$11.2M
ETHA

ISHARES TR

$10.9M