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Alps Etf Tr equal sec etf shares owned by HB Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr equal sec etf (EQL) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Alps Etf Tr equal sec etf

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All positions including Alps Etf Tr equal sec etf held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr equal sec etf by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 6.5k 46.03
2025-06-30 $284k 6.5k 43.85

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Alps Etf Tr equal sec etf

Raymond James Financial
Morgan Stanley
Ameriprise Financial
LPL Financial
Cetera Investment Advisers
Wells Fargo & Company
CWM
UBS Group
Commonwealth Equity Services
Advisor Group Holdings
Stratos Wealth Partners
Royal Bank of Canada
Gateway Wealth Partners
Northwestern Mutual Wealth Management Company
Smith, Moore & Co.

View all funds holding Alps Etf Tr equal sec etf