SFG Wealth Management, LLC.
Holdings in OUNZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,459,846 | 179,842 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $5,654,739 | 152,050 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $3,205,455 | 100,516 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $2,916,466 | 96,764 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $2,077,889 | 82,130 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $2,258,465 | 88,951 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $714,205 | 31,799 | Shares | Sole | 2024-07-19 |
| 2023-12-31 | $1,755,841 | 87,968 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $1,643,858 | 91,887 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $3,629,213 | 195,119 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $2,565,932 | 134,342 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $1,767,973 | 99,942 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $1,018,028 | 63,114 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $2,453,376 | 139,953 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $4,176,324 | 221,791 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $3,377,595 | 189,966 | Shares | Sole | 2022-02-14 |