Smallwood Wealth Investment Management »

Alps Etf Tr shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Alps Etf Tr (OGIG) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Smallwood Wealth Investment 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 Alps Etf Tr by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 46 57.46
2025-06-30 $2.5k 46 53.59
2025-03-31 $2.0k 46 43.57

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Alps Etf Tr

Mml Investors Services
LPL Financial
Prudential
Beacon Pointe Advisors
Wells Fargo & Company
Stratos Wealth Partners
Royal Bank of Canada
Susquehanna International
Morgan Stanley
Flow Traders US
Clay Northam Wealth Management
Janney Montgomery Scott
Raymond James Financial
Citadel Advisors
Cambridge Investment Research Advisors

View all funds holding Alps Etf Tr