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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
2024-03-31 $433k 19k 22.28
2023-12-31 $474k 22k 21.71

More positions owned by BlueChip Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Value Line Divid In SHS (FVD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Morningstar Divid L SHS (FDL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Truist Financial Corp equities (TFC)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for BlueChip Wealth Advisors

Top funds holding Listed Fd Tr

Lakeview Capital Partners
Mercer Global Advisors
Jpmorgan Chase & Co
BlueChip Wealth Advisors
Sandy Spring Bank
Advisor Group Holdings
Wells Fargo & Company
UBS Group

View all funds holding Listed Fd Tr