Perspective Wealth Advisors LLCETFConcentrated trader

CIK: 0002080427 | LOVELAND, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	70	$181.8M	2026-08-14	SEC ↗
Q1 2026	13F-HR	55	$154.2M	2026-05-08	SEC ↗
Q4 2025	13F-HR	55	$140.4M	2026-02-13	SEC ↗