Sugarloaf Wealth Management, LLC - ETF SER SOLUTIONS ownership

ETF SER SOLUTIONS's ticker is OSCV and the CUSIP is 26922A446. A total of 13 filers reported holding ETF SER SOLUTIONS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q3 2023$21,269,593
-31.6%
701,272
-27.9%
5.38%
-26.1%
Q2 2023$31,074,705
+9.1%
972,583
+6.3%
7.27%
+3.9%
Q1 2023$28,485,443
+5.2%
914,768
+4.7%
7.00%
+3.0%
Q4 2022$27,075,010
+55.0%
873,847
+42.1%
6.80%
+52.1%
Q3 2022$17,468,000
-0.0%
615,039
+1.5%
4.47%
+2.2%
Q2 2022$17,471,000
-27.4%
605,992
-16.6%
4.38%
-23.2%
Q1 2022$24,054,000
-2.5%
726,741
+4.2%
5.70%
-2.5%
Q4 2021$24,662,000
+13.8%
697,313
+5.1%
5.85%
+2.6%
Q3 2021$21,672,000
+6.1%
663,493
+6.2%
5.70%
+2.3%
Q2 2021$20,435,000
+9.5%
624,989
+85048.4%
5.57%
-0.1%
Q1 2021$18,661,000
+59.0%
734
-99.8%
5.57%
+41.9%
Q4 2020$11,735,000
+22.5%
419,014
+2.3%
3.93%
+12.5%
Q3 2020$9,576,000
+11.8%
409,648
+5.2%
3.49%
+6.2%
Q2 2020$8,565,000
+17.3%
389,464
-0.3%
3.29%
+0.6%
Q1 2020$7,300,000
-25.8%
390,542
+7.5%
3.27%
-21.9%
Q4 2019$9,842,000363,3034.18%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2020
NameSharesValueWeighting ↓
Fiduciary Planning LLC 454,661$15,022,0008.24%
Sugarloaf Wealth Management, LLC 726,741$24,054,0005.70%
GUARDIAN WEALTH ADVISORS, LLC / NC 260,585$8,610,0003.71%
First Heartland Consultants, Inc. 634,282$20,956,0003.25%
Aptus Capital Advisors, LLC 2,289,933$75,659,0001.88%
Precision Wealth Strategies, LLC 75,394$2,491,0001.48%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 46,596$1,540,0001.02%
S.C. Financial Services, Inc. 14,137$467,0000.60%
MBE Wealth Management, LLC 25,859$854,0000.51%
SILVER OAK SECURITIES, INCORPORATED 41,673$1,337,0000.27%
View complete list of ETF SER SOLUTIONS shareholders