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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $226k 8.0k 28.10
2023-12-31 $232k 8.5k 27.47

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View all positions for Arete Wealth Advisors

Top funds holding Ultimus Managers Tr Q3

Q3 Asset Management
HBW Advisory Services
Atria Investments
Secure Asset Management
Discipline Wealth Solutions
AE Wealth Management
Orion Portfolio Solutions
Silver Oak Securities
Arete Wealth Advisors
Change Path
CoreCap Advisors
Harbour Investments
Morgan Stanley

View all funds holding Ultimus Managers Tr Q3