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Alps Etf Tr shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Alps Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Alps Etf Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $55k 2.1k 25.74
2025-03-31 $7.1M 273k 25.89
2024-12-31 $9.0M 351k 25.52
2024-09-30 $9.5M 358k 26.44
2024-06-30 $8.7M 343k 25.46

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Alps Etf Tr

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

View all funds holding Alps Etf Tr