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Etf Ser Solutions shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Etf Ser Solutions (UPSD) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 104k 26.78
2025-09-30 $1.8M 68k 26.66
2025-06-30 $1.5M 61k 24.72
2025-03-31 $536k 23k 23.16

More positions owned by Lord & Richards Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Etf Ser Solutions Aptus Drawdown (ADME)
Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Vanguard Index Fds Small Cp Etf (VB)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for Lord & Richards Wealth Management

Top funds holding Etf Ser Solutions

Aptus Capital Advisors
Park Place Capital Corp
Envestnet Asset Management
Waterloo Capital
Signal Advisors Wealth
Uniting Wealth Partners
Financial Guidance Group
Maripau Wealth Management
Lord & Richards Wealth Management
Renasant Bank
Cushing Capital Partners
Silver Oak Securities
MBE Wealth Management
Second Line Capital
Savvy Advisors

View all funds holding Etf Ser Solutions