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Alps Etf Tr shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr (SMTH) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.1M 345k 26.44
2024-06-30 $4.2M 166k 25.46

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr U.s. Insrnce Etf (IAK)

View all positions for Adapt Wealth Advisors

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Fundamentun
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Principle Wealth Partners
Hamilton Wealth
Advisory Resource Group
Lineweaver Wealth Advisors
Guardian Financial Partners
Integrated Wealth Concepts
Adapt Wealth Advisors
Pensionmark Financial Group
Sovereign Investment Advisors
Gallacher Capital Management
Fermata Advisors
Citadel Advisors

View all funds holding Alps Etf Tr