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Alps Etf Tr shares owned by Caldwell Trust

Quarter-by-quarter ownership of Alps Etf Tr (OUSA) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Alps Etf Tr

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All positions including Alps Etf Tr held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 30k 56.54

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Alps Etf Tr

Morgan Stanley
LPL Financial
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
We Are One Seven
Kestra Advisory Services
Raymond James Financial
Rockefeller Capital Management
UBS Group
Equitable Holdings
Wiley Bros.-aintree Capital
Kestra Private Wealth Services
Stifel Financial
Private Advisor

View all funds holding Alps Etf Tr