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Unified Ser Tr shares owned by Tactive Advisors

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

Historical chart of Tactive Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Tactive Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Tactive Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 53k 44.05
2025-06-30 $303k 7.7k 39.48
2024-03-31 $397k 11k 37.92

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View all positions for Tactive Advisors

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
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
Cape Investment Advisory
TNB Financial
Tactive Advisors
Steward Partners Investment Advisory

View all funds holding Unified Ser Tr