Who owns ULTIMUS MANAGERS TR Q3?
- Ticker: QVOY
- CUSIP Number: 90386k639
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Analyze quarterly positions in Ultimus Managers Tr Q3 with up to 7 years of data, all consolidated into one spreadsheet
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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 | 766k | $21M | -5% | Dec 2025 |
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| Q3 Asset Management | 453k | $12M | -6% | Dec 2025 |
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| Secure Asset Management | 93k | $2.7M | 607% | Sep 2025 |
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| Silver Oak Securities | 36k | $961k | 7% | Dec 2025 |
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| AE Wealth Management | 23k | $614k | -14% | Dec 2025 |
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| Gts Securities | 18k | $523k | -64% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $309k | 100% | Dec 2025 |
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| Arete Wealth Advisors | 7.2k | $206k | -16% | Sep 2025 |
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| CoreCap Advisors | 1.4k | $36k | 100% | Dec 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 | 594.00 | $16k | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 242.00 | $6.9k | 100% | Sep 2025 |
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Who sold out of Ultimus Managers Tr Q3?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Discipline Wealth Solutions | Sep 2025 | 14k | $387k |