IFG Advisors »

Listed Fd Tr shares owned by IFG Advisors

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by IFG Advisors from 13F filings

Historical chart of IFG Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by IFG Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Listed Fd Tr by IFG Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 9.1k 24.02
2023-12-31 $206k 9.1k 22.78
2023-09-30 $248k 12k 20.13
2023-06-30 $265k 12k 22.01
2023-03-31 $256k 12k 21.39
2022-12-31 $232k 12k 19.39
2022-09-30 $198k 12k 16.76
2022-06-30 $213k 11k 19.19

More positions owned by IFG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Cohen Steer Reit (ICF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for IFG Advisors

Top funds holding Listed Fd Tr

Jane Street
Citadel Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Wealth Enhancement Advisory Services
Royal Bank of Canada
Apollon Wealth Management
IFG Advisors
Branch Banking & Trust Company
Y.D. More Investments
TD Waterhouse Canada
Farther Finance Advisors
IFP Advisors
Larson Financial Group
UBS Group

View all funds holding Listed Fd Tr