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Alps Etf Tr shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Alps Etf Tr by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $303k 12k 26.07

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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JPMorgan Chase & Co. (JPM)
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View all positions for Concurrent Investment Advisors

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Shufro Rose & Co
Fundamentun
Bank of New York Mellon
Trilogy Capital
Lineweaver Wealth Advisors
Level Four Advisory Services
Hamilton Wealth
Thrivent Financial for Lutherans
Meridian Wealth Management
Traction Financial Partners
Adapt Wealth Advisors
Principle Wealth Partners
NorthCrest Asset Manangement

View all funds holding Alps Etf Tr