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Alps Etf Tr shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Alps Etf Tr (OUSM) 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 $1.6M 35k 44.80
2025-06-30 $1.6M 36k 43.21
2025-03-31 $1.4M 34k 42.02
2024-12-31 $1.5M 34k 43.72
2024-09-30 $1.5M 33k 45.07

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View all positions for WealthPlan Investment Management

Top funds holding Alps Etf Tr

Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
H D Vest Advisory Services
Capital Analysts
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Stonehearth Capital Management
Thrivent Financial for Lutherans
Prasad Wealth Partners
Stifel Financial
Financial Services Advisory

View all funds holding Alps Etf Tr