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Etf Ser Solutions shares owned by Lord & Richards Wealth Management

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

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

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All positions including Etf Ser Solutions held by Lord & Richards 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 111k 22.29
2025-06-30 $2.3M 105k 22.23
2025-03-31 $2.0M 88k 22.83
2024-12-31 $940k 41k 22.77

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
Talon Private Wealth
Second Line Capital
Guardian Wealth Advisors, Llc / Nc
Envestnet Asset Management
Integrated Wealth Concepts
Brookstone Capital Management
Signal Advisors Wealth
Sunburst Financial Group
SevenBridge Financial
Park Place Capital Corp
Waterloo Capital
Silver Oak Securities
Uniting Wealth Partners
LPL Financial

View all funds holding Etf Ser Solutions