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Unified Ser Tr shares owned by Pursuit Wealth Management

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Pursuit Wealth Management from 13F filings

Historical chart of Pursuit Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Pursuit Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Pursuit Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 25k 44.33

More positions owned by Pursuit Wealth Management

First Tr Exchange-traded Wtr Etf (FIW)
American Centy Etf Tr Diversified Mu (TAXF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ea Series Trust Whitewolf Public (LBO)
American Centy Etf Tr Large Cap Equity (ACLC)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pursuit Wealth Management

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
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
Employees' Retirement Fund of the City of Fort Worth

View all funds holding Unified Ser Tr