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Etf Ser Solutions shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Etf Ser Solutions (TRFM) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 6.1k 48.43
2025-06-30 $242k 5.6k 43.19

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View all positions for Balboa Wealth Partners

Top funds holding Etf Ser Solutions

LPL Financial
Advisor Group Holdings
SeaCrest Wealth Management
Commonwealth Equity Services
Kestra Private Wealth Services
Cetera Investment Advisers
Farmers & Merchants Trust Co of Long Beach
Key Client Fiduciary Advisors
Raymond James Financial
Envestnet Asset Management
Balboa Wealth Partners
Principal Securities
Private Trust Co Na
Royal Bank of Canada
Steward Partners Investment Advisory

View all funds holding Etf Ser Solutions