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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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 202544M46M48M50M52M1.7M1.8M1.9M
Value ($)Share countHistorical SMTH position of Fundamentun Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $50M 2.0M 25.52
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Fundamentun
Shufro Rose & Co
Principle Wealth Partners
Traction Financial Partners
Lineweaver Wealth Advisors
Advisory Resource Group
Adapt Wealth Advisors
Guardian Financial Partners
Sovereign Investment Advisors
Integrated Wealth Concepts
Thrivent Financial for Lutherans
Gallacher Capital Management
Pensionmark Financial Group

View all funds holding Alps Etf Tr