Fermata Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Sell
2025
Q2
$242K Buy
2025
Q1
$251K Buy
2024
Q4
$248K Sell
2024
Q3
$273K Sell
2024
Q2
$242K Buy
2024
Q1
$236K Buy