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Listed Fd Tr shares owned by BlueChip Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr (OVT) shares owned by BlueChip Wealth Advisors from 13F filings

Historical chart of BlueChip Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by BlueChip Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $338k 15k 22.25
2025-03-31 $335k 15k 22.07
2024-09-30 $468k 21k 22.82
2024-06-30 $447k 20k 22.20
2024-03-31 $433k 19k 22.28
2023-12-31 $474k 22k 21.71

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip Wealth Advisors

Top funds holding Listed Fd Tr

Armis Advisers
Holcombe Financial
Virtu Financial
Evolution Wealth Management
Raymond James Financial
Old Mission Capital
Union Bankshares
REAP Financial Group
UBS Group
AE Wealth Management
Advisor Group Holdings

View all funds holding Listed Fd Tr