Triad Wealth Partners »

Listed Fd Tr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Triad Wealth Partners 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 Listed Fd Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 263k 26.63
2025-06-30 $11M 423k 24.77

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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