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Alps Etf Tr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Alps Etf Tr

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

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Quarterly reported holdings in Alps Etf Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 264k 25.46

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Fundamentun
Principle Wealth Partners
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Hamilton Wealth
Advisory Resource Group
Lineweaver Wealth Advisors
Guardian Financial Partners
Integrated Wealth Concepts
Pensionmark Financial Group
Adapt Wealth Advisors
Fermata Advisors
Commonwealth Equity Services
Jane Street
Triumph Capital Management

View all funds holding Alps Etf Tr