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Etf Ser Solutions shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Etf Ser Solutions (DUBS) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $22M 677k 32.29
2024-09-30 $21M 666k 31.68
2024-06-30 $20M 654k 30.36
2024-03-31 $19M 647k 29.25
2023-12-31 $15M 563k 26.71
2023-09-30 $14M 556k 24.66

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

Top funds holding Etf Ser Solutions

Aptus Capital Advisors
Integrated Wealth Concepts
Sugarloaf Wealth Management
Guardian Wealth Advisors, Llc / Nc
Waterloo Capital
Second Line Capital
Envestnet Asset Management
Silver Oak Securities
Park Place Capital Corp
MBE Wealth Management
One + One Wealth Management
Signal Advisors Wealth
Cushing Capital Partners
LPL Financial
Second Half Financial Partners

View all funds holding Etf Ser Solutions