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Trust For Professional Man shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $823k 20k 41.67
2025-09-30 $1.1M 26k 40.78

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Putnam Etf Trust Focused Lar Cap (PVAL)
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Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Wiley Bros.-aintree Capital
Cetera Investment Advisers
Spire Wealth Management
Pensionmark Financial Group
Wedbush Morgan Securities
Mariner Wealth Advisors
Cambridge Investment Research Advisors
Puplava Financial Services

View all funds holding Trust For Professional Man