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Ultimus Managers Tr Q3 shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Ultimus Managers Tr Q3 (QVOY) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Ultimus Managers Tr Q3

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr Q3 held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr Q3 by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 69k 28.10

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Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

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