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Alps Etf Tr shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Alps Etf Tr (OUSM) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Alps Etf Tr by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 89k 45.07
2024-06-30 $2.9M 69k 41.23
2024-03-31 $2.7M 63k 42.57
2023-12-31 $2.4M 62k 39.18

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

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