Great Valley Advisor Group’s Parametric Equity Premium Income ETF PAPI Stock Holding History

Great Valley Advisor Group’s Portfolio PAPI Stock Details PAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	+23,360	New	+$642K	0.01%	607

Other funds holding PAPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Great Valley Advisor Group's PAPI Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Parametric Equity Premium Income ETF (PAPI) in Q1 2026: 23,360 shares worth $639K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings.

28 funds tracked by Wall St. Rank hold PAPI as of Q1 2026.

Great Valley Advisor Group held 23,360 shares of Parametric Equity Premium Income ETF worth $639K as of Q1 2026.
Parametric Equity Premium Income ETF was a new Great Valley Advisor Group position in Q1 2026.
Parametric Equity Premium Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #607 holding.
28 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.