Who owns LISTED FD TR?
- Ticker: OCTZ
- CUSIP Number: 53656f698
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisor Group Holdings | 1.3k | $54k | 0% | Sep 2025 |
|
Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Jun 2025 | 272k | $11M |
| TrueMark Investments | Jun 2025 | 110k | $4.5M |
| Authentikos Wealth Advisory | Jun 2025 | 50k | $2.0M |
| Lloyd Advisory Services | Jun 2025 | 37k | $1.5M |
| B.O.S.S. Retirement Advisors | Jun 2025 | 22k | $909k |
| FSR Wealth Management | Jun 2025 | 18k | $716k |
| Tounjian Advisory Partners | Jun 2025 | 14k | $525k |
| Howard Bailey Securities | Jun 2025 | 9.7k | $397k |
| SMART Wealth | Jun 2025 | 9.5k | $387k |
| Outlook Wealth Advisors | Jun 2025 | 8.4k | $344k |
| Great Lakes Retirement | Jun 2025 | 7.2k | $293k |
| LifeWealth Investments | Jun 2025 | 7.1k | $292k |
| Family Wealth Group | Jun 2025 | 5.9k | $241k |
| Aptus Capital Advisors | Jun 2025 | 5.5k | $225k |
| Retirement Planning Group | Jun 2025 | 5.5k | $225k |
| Quest 10 Wealth Builders | Jun 2025 | 2.6k | $106k |
| Capital Investment Advisory Services | Jun 2025 | 2.4k | $100k |