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Listed Fd Tr shares owned by IFG Advisors

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

Historical chart of IFG Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by IFG Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 9.1k 25.53
2024-06-30 $225k 9.1k 24.78
2024-03-31 $218k 9.1k 24.02
2023-12-31 $206k 9.1k 22.78
2023-09-30 $248k 12k 20.13
2023-06-30 $265k 12k 22.01
2023-03-31 $256k 12k 21.39
2022-12-31 $232k 12k 19.39
2022-09-30 $198k 12k 16.76
2022-06-30 $213k 11k 19.19

More positions owned by IFG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for IFG Advisors

Top funds holding Listed Fd Tr

RFG Advisory
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Wealth Enhancement Advisory Services
Mercer Global Advisors
Apollon Wealth Management
Jane Street
Farther Finance Advisors
Bank Of Montreal
Y.D. More Investments
IFG Advisors
TD Waterhouse Canada
Providence Capital Advisors
Jaffetilchin Investment Partners
Royal Bank of Canada

View all funds holding Listed Fd Tr