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Listed Fd Tr shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $394k 12k 33.48

More positions owned by Kaizen Financial Strategies

Vaneck Etf Trust Semiconductr Etf (SMH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
Blackstone Group Inc Com Cl A (BX)

View all positions for Kaizen Financial Strategies

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Morgan Stanley
Citadel Advisors
Susquehanna International
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Apollon Wealth Management
SageOak Financial
Farther Finance Advisors
Compass Capital Corp
Purpose Un
Royal Bank of Canada
Kaizen Financial Strategies
Regions Bank
Envestnet Asset Management

View all funds holding Listed Fd Tr