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Etf Ser Solutions shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions (JETS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Etf Ser Solutions by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 9.4k 28.07
2025-06-30 $225k 9.8k 22.97
2024-12-31 $238k 9.4k 25.35
2024-09-30 $215k 10k 20.72

More positions owned by EP Wealth Advisors

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Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Etf Ser Solutions

Goldman Sachs Group
Susquehanna International
UBS Group
State of Wisconsin Investment Board
Two Sigma Investments
Citadel Advisors
Barclays
Walleye Trading
Jane Street
Flow Traders US
Quadrature Capital
HBK Investments
LPL Financial
Gts Securities
D. E. Shaw & Co

View all funds holding Etf Ser Solutions