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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
2024-09-30 $7.0M 266k 26.44
2024-06-30 $6.7M 264k 25.46

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

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