Chicago Partners Investment »

Ultimus Managers Tr shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Chicago Partners Investment 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 Ultimus Managers Tr by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 98k 28.07

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation Put Option (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Rockefeller Capital Management
Janney Montgomery Scott
North Star Investment Management
Stifel Financial
Miller Global Investments
Garden State Investment Advisory Services
Chicago Partners Investment
Morgan Stanley
Royal Bank of Canada
Commonwealth Equity Services
Clear Trail Advisors
Wealthcare Advisory Partners
Cambridge Investment Research Advisors

View all funds holding Ultimus Managers Tr