EP Wealth Advisors »

Etf Ser Solutions defiance quant shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions defiance quant (QTUM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Etf Ser Solutions defiance quant

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions defiance quant held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions defiance quant by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $230k 2.8k 81.15

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Etf Ser Solutions defiance quant

LPL Financial
Advisor Group Holdings
Assetmark
Gradient Investments
Madrona Financial Services
Raymond James Financial
Cetera Investment Advisers
Stifel Financial
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Atria Wealth Solutions
Cambridge Investment Research Advisors
Mirae Asset Global Investments
Ethos Financial Group
Citadel Advisors

View all funds holding Etf Ser Solutions defiance quant