Beacon Financial Advisory »

Alps Etf Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Alps Etf Tr (OUSM) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $304k 6.7k 45.07

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Value Line Divid In SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Alps Etf Tr

Morgan Stanley
Wells Fargo & Company
H D Vest Advisory Services
Sanctuary Advisors
Thrivent Financial for Lutherans
LPL Financial
Bank of America Corporation
Stonehearth Capital Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial
Axiom Financial Strategies
Thurston, Springer, Miller, Herd & Titak
Envestnet Asset Management

View all funds holding Alps Etf Tr