Lord & Richards Wealth Management »

Etf Ser Solutions shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Etf Ser Solutions (IDUB) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 43k 23.55
2025-06-30 $829k 37k 22.26
2025-03-31 $615k 30k 20.86
2024-12-31 $238k 12k 20.09

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Etf Ser Solutions

Aptus Capital Advisors
Integrated Wealth Concepts
Envestnet Asset Management
Second Line Capital
Park Place Capital Corp
Waterloo Capital
SWS Partners
MBE Wealth Management
Silver Oak Securities
Signal Advisors Wealth
Renasant Bank
Talon Private Wealth
One + One Wealth Management
Cushing Capital Partners
LPL Financial

View all funds holding Etf Ser Solutions