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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
2025-09-30 $9.7M 370k 26.16
2025-06-30 $8.3M 322k 25.85
2025-03-31 $7.6M 295k 25.89
2024-12-31 $6.8M 266k 25.52
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)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Alps Etf Tr

Wealth Enhancement Advisory Services
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Shufro Rose & Co
Fundamentun
Bank of New York Mellon
Lineweaver Wealth Advisors
Level Four Advisory Services
Hamilton Wealth
Traction Financial Partners
Principle Wealth Partners
Thrivent Financial for Lutherans
Adapt Wealth Advisors
Advisory Resource Group
Prasad Wealth Partners
Guardian Financial Partners

View all funds holding Alps Etf Tr