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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
2024-03-31 $2.7M 63k 42.57
2023-12-31 $2.4M 62k 39.18

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Alps Etf Tr

Bank of America Corporation
Wells Fargo & Company
UBS Group
Stonehearth Capital Management
H D Vest Advisory Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Stifel Financial
Fiduciary Planning
Commonwealth Equity Services
Axiom Financial Strategies
Kestra Private Wealth Services
Sheets Smith Wealth Management
Sontag Advisory

View all funds holding Alps Etf Tr