Capital Advisors »

Unified Ser Tr shares owned by Capital Advisors

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Capital 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 Unified Ser Tr by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $124k 3.2k 38.41
2024-06-30 $75k 2.1k 35.71

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Lokken Investment Group
First City Capital Management
Hedeker Wealth Management
Rockefeller Capital Management
Weaver Consulting Group
Raymond James & Associates
TNB Financial
Envestnet Asset Management
Cape Investment Advisory
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Janney Montgomery Scott

View all funds holding Unified Ser Tr