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Alps Etf Tr shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Alps Etf Tr

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

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Quarterly reported holdings in Alps Etf Tr by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $52M 2.0M 26.44
2024-06-30 $46M 1.8M 25.46
2024-03-31 $45M 1.8M 25.67
2023-12-31 $43M 1.6M 25.99

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

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