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Listed Fd Tr shares owned by FSR Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (OCTZ) shares owned by FSR Wealth Management from 13F filings

Historical chart of FSR Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by FSR Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by FSR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $716k 18k 40.87
2025-03-31 $656k 17k 37.98

More positions owned by FSR Wealth Management

Aim Etf Products Trust Allianzim Us Equ (DECU)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Elevation Series Trust Trueshares Quart (QBER)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Eqt (DECW)
Aim Etf Products Trust Allianzim Eq Buf (JULU)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Pimco Etf Tr Ultra Short Govt (BILZ)
Elevation Series Trust Trueshares Seaso (ONEZ)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Elevation Series Trust Trueshares Struc (SEPZ)
Meta Platforms Cl A (META)

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Top funds holding Listed Fd Tr

Advisor Group Holdings

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