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Listed Fd Tr shares owned by CWM

Quarter-by-quarter ownership of Listed Fd Tr (TUGN) shares owned by CWM from 13F filings

Historical chart of CWM investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 392 25.51

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Listed Fd Tr

Transamerica Financial Advisors
Q3 Asset Management
HBW Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Securities
Private Advisor
Gts Securities
PFG Investments
Cambridge Investment Research Advisors
Commonwealth Equity Services
LPL Financial
Harbour Investments
AE Wealth Management
CWM
Advisor Group Holdings

View all funds holding Listed Fd Tr