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Listed Fd Tr shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Listed Fd Tr (RSMV) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 14k 26.63
2025-06-30 $1.2M 49k 24.77

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Listed Fd Tr

Coppell Advisory Solutions
Triad Wealth Partners
AE Wealth Management
Old Mission Capital
Susquehanna International
Iams Wealth Management
Gibbs Wealth Management
UBS Group
Jpmorgan Chase & Co
Sound Income Strategies

View all funds holding Listed Fd Tr