Janney Montgomery Scott »

Ultimus Managers Tr shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Janney Montgomery Scott 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 Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 129k 26.71
2025-06-30 $2.5M 94k 27.09
2025-03-31 $2.1M 74k 27.82
2024-12-31 $1.1M 41k 27.28

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Stifel Financial
Royal Bank of Canada
Steward Partners Investment Advisory
Jane Street
North Star Investment Management
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Silver Oak Securities
Advisor Group Holdings
Tactive Advisors
GRT Capital Partners
Old Mission Capital

View all funds holding Ultimus Managers Tr