Ultimus Managers Tr Q3 shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ultimus Managers Tr Q3 (QVOY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ultimus Managers Tr Q3
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Quarterly reported holdings in Ultimus Managers Tr Q3 by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $759k | 27k | 28.59 |
| 2025-06-30 | $1.1M | 41k | 26.31 |
| 2025-03-31 | $1.1M | 46k | 24.30 |
| 2024-12-31 | $1.6M | 64k | 25.24 |
| 2024-09-30 | $1.5M | 55k | 28.10 |