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Alps Etf Tr shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Alps Etf Tr

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

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Quarterly reported holdings in Alps Etf Tr by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $31M 1.2M 25.46
2024-03-31 $33M 1.3M 25.67
2023-12-31 $33M 1.3M 25.99

More positions owned by Principle Wealth Partners

Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Principle Wealth Partners

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
Pensionmark Financial Group
Adapt Wealth Advisors
Fermata Advisors
Commonwealth Equity Services
Jane Street
LPL Financial

View all funds holding Alps Etf Tr