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Listed Fd Tr shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $258k 6.5k 39.48

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Morgan Stanley
Flow Traders US
Citadel Advisors
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Apollon Wealth Management
Farther Finance Advisors
SageOak Financial
Kaizen Financial Strategies
Compass Capital Corp
Jones Financial Companies, L.L
Purpose Un

View all funds holding Listed Fd Tr