Ultimus Managers Tr Q3 shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Ultimus Managers Tr Q3 (QVOY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Ultimus Managers Tr Q3
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All positions including Ultimus Managers Tr Q3 held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ultimus Managers Tr Q3 by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 7.2k | 28.64 |
| 2025-06-30 | $225k | 8.5k | 26.32 |
| 2025-03-31 | $208k | 8.6k | 24.28 |
| 2024-12-31 | $203k | 8.0k | 25.27 |
| 2024-09-30 | $226k | 8.0k | 28.10 |
| 2023-12-31 | $232k | 8.5k | 27.47 |