Alps Etf Tr shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Alps Etf Tr (SMTH) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Alps Etf Tr
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Quarterly reported holdings in Alps Etf Tr by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143M | 5.5M | 26.16 |
| 2025-06-30 | $133M | 5.1M | 25.85 |
| 2025-03-31 | $91M | 3.5M | 25.89 |
| 2024-12-31 | $76M | 3.0M | 25.52 |
| 2024-09-30 | $43M | 1.6M | 26.44 |
| 2024-06-30 | $28M | 1.1M | 25.46 |
| 2024-03-31 | $25M | 962k | 25.67 |
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