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Etf Ser Solutions shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Etf Ser Solutions (SMIG) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in Etf Ser Solutions

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All positions including Etf Ser Solutions held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 47k 28.80
2025-03-31 $1.4M 49k 28.53
2024-12-31 $849k 29k 29.10
2024-09-30 $453k 16k 29.26

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View all positions for Transcend Wealth Collective

Top funds holding Etf Ser Solutions

Royal Bank of Canada
UBS Group
Raymond James Financial
Wells Fargo & Company
LPL Financial
Pine Valley Investments Ltd Liability
Stifel Financial
Prime Capital Investment Advisors
Us Bancorp
Branch Banking & Trust Company
Castle Wealth Management
Joseph Group Capital Management
Fifth Third Bancorp
Sanctuary Advisors
Gotham Asset Management

View all funds holding Etf Ser Solutions