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Alps Etf Tr shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Alps Etf Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 64k 39.18
2023-09-30 $2.2M 64k 35.11
2023-06-30 $2.3M 64k 36.70
2023-03-31 $2.3M 64k 35.32
2022-12-31 $2.1M 64k 33.57
2022-09-30 $1.9M 64k 29.98
2022-06-30 $2.0M 64k 31.59

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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
Barnes Pettey Financial Advisors

View all funds holding Alps Etf Tr