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Alps Etf Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Alps Etf Tr (OUSA) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Alps Etf Tr

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All positions including Alps Etf Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 35k 56.54
2025-06-30 $1.9M 36k 53.97
2025-03-31 $1.8M 34k 53.22
2024-12-31 $1.8M 35k 53.12
2024-09-30 $1.8M 34k 54.00

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
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Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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