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Etf Ser Solutions defiance quant shares owned by Rooted Wealth Advisors

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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $994k 9.0k 110.20
2025-06-30 $546k 5.9k 92.15

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted 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