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BUSABUSA
2 quarters

Position history for WAWaverly Advisors, LLC's holdings in 2023 ETF SERIES TRUST

Waverly Advisors, LLC holds 37,140 shares of BUSA (2023 ETF SERIES TRUST), worth $1.5M as of 2026-Q2. The position was increased (+71.5% shares). BUSA represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$1.5M

Current Shares

37,140

Total Value Change

+$663,282

Total Shares Change

+15,489

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,140
+71.5%
$1.5M0.0%$39.44
38
2026-Q1
New
21,651
-
$801,5200.0%$38.70
34

Other major holders of BUSA: Nuveen, LLC, UBS Group AG, STIFEL FINANCIAL CORP, ROYAL BANK OF CANADA

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