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Etf Ser Solutions shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by MBE 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 MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 77k 26.67
2025-06-30 $1.9M 78k 24.72
2025-03-31 $1.7M 75k 23.16

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Drawdown (ADME)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

View all positions for MBE Wealth Management

Top funds holding Etf Ser Solutions

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

View all funds holding Etf Ser Solutions