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Themes Etf Tr shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Themes Etf Tr (WISE) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Themes Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Themes Etf Tr held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Themes Etf Tr by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $899k 23k 38.97

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Themes Etf Tr

Citadel Advisors
Stratos Wealth Advisors
U.S. Capital Wealth Advisors
HighTower Advisors
Old Mission Capital
Welch Financial Planning
Flow Traders US
Goss Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
JT Stratford
Private Advisor
LPL Financial
Arkfeld Wealth Strategies
Strive Asset Management

View all funds holding Themes Etf Tr