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Alps Etf Tr equal sec etf shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Alps Etf Tr equal sec etf (EQL) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Alps Etf Tr equal sec etf

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr equal sec etf held by Mountain Capital Investment Advisors 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $784k 17k 46.16
2025-06-30 $41M 930k 44.10
2025-03-31 $44M 1.1M 40.67

More positions owned by Mountain Capital Investment Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Small Cp Etf (VB)
The Alger Etf Trust 35 Etf (ATFV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Tesla Motors (TSLA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds Intl High Etf (VYMI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Mountain Capital Investment Advisors

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