Who owns ULTIMUS MANAGERS TR Q3?
- Ticker: QVOY
- CUSIP Number: 90386k639
Tip: Access positions for across all investors
Analyze quarterly positions in Ultimus Managers Tr Q3 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ultimus Managers Tr Q3 stock
Who bought or sold ULTIMUS MANAGERS TR Q3 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HBW Advisory Services | 807k | $23M | -1% | Sep 2025 |
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| Q3 Asset Management | 484k | $14M | -10% | Sep 2025 |
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| Secure Asset Management | 93k | $2.7M | 607% | Sep 2025 |
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| Silver Oak Securities | 33k | $945k | 5% | Sep 2025 |
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| AE Wealth Management | 27k | $759k | -35% | Sep 2025 |
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| Gts Securities | 18k | $523k | -64% | Sep 2025 |
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| Discipline Wealth Solutions | 14k | $387k | 100% | Sep 2025 |
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| Arete Wealth Advisors | 7.2k | $206k | -16% | Sep 2025 |
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| Hanson McClain Advisors | 825.00 | $24k | 100% | Sep 2025 |
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| Harbour Investments | 786.00 | $23k | 0% | Sep 2025 |
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| UBS Group | 601.00 | $17k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 242.00 | $6.9k | 100% | Sep 2025 |
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| Morgan Stanley | 1.00 | $26.000000 | 100% | Jun 2025 |
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Who sold out of Ultimus Managers Tr Q3?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Jun 2025 | 8.9k | $235k |
| CoreCap Advisors | Jun 2025 | 1.5k | $40k |