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Advisors Ser Tr shares owned by Redmont Wealth Advisors

Quarter-by-quarter ownership of Advisors Ser Tr (RVRB) shares owned by Redmont Wealth Advisors from 13F filings

Historical chart of Redmont Wealth Advisors investment in Advisors Ser Tr

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All positions including Advisors Ser Tr held by Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $619k 18k 34.96
2025-06-30 $573k 18k 32.34
2024-12-31 $538k 18k 30.40
2024-09-30 $533k 18k 30.08
2024-06-30 $546k 19k 28.45
2024-03-31 $938k 34k 27.40
2023-12-31 $724k 29k 24.82
2023-09-30 $611k 27k 22.42
2023-06-30 $493k 21k 23.19

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

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Top funds holding Advisors Ser Tr

Gts Securities
Redmont Wealth Advisors

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