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International Assets Investment Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

International Assets Investment Management’s Portfolio SHRY Stock Details SHRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.1K Buy
+2,114
New +$92.3K 0.01% 1123

Other funds holding SHRY

MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

International Assets Investment Management's SHRY Position: Q2 2026 in Review

International Assets Investment Management opened a new position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2026: 2,114 shares worth $91.1K. The stake represents 0.01% of the portfolio and ranks #1123 among its holdings.

5 funds tracked by Wall St. Rank hold SHRY as of Q2 2026.

  • International Assets Investment Management held 2,114 shares of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF worth $91.1K as of Q2 2026.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF was a new International Assets Investment Management position in Q2 2026.
  • First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1123 holding.
  • 5 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.