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Unified Ser Tr shares owned by Englebert Financial Advisers

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Englebert Financial Advisers from 13F filings

Historical chart of Englebert Financial Advisers investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Englebert Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.7M 150k 44.33

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Draftkings Com Cl A (DKNG)
Broadcom (AVGO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Extended Dur (EDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Englebert Financial Advisers

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
Englebert Financial Advisers
Oakmont Partners
First City Capital Management
Weaver Consulting Group
Rockefeller Capital Management
Stifel Financial
Hedeker Wealth Management
Raymond James Financial
HighTower Advisors
Warren Averett Asset Management
Envestnet Asset Management
TNB Financial
Tactive Advisors

View all funds holding Unified Ser Tr