Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Alps Etf Tr shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr (SMTH) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 962k 25.67

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Fundamentun
Principle Wealth Partners
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Advisory Resource Group
Guardian Financial Partners
Fermata Advisors
Commonwealth Equity Services
Triumph Capital Management
UBS Group
Advisor Group Holdings

View all funds holding Alps Etf Tr