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Listed Fd Tr shares owned by Purpose Un

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

Historical chart of Purpose Un investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Purpose Un

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 15k 29.55

More positions owned by Purpose Un

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Canadian Natural Resources (CNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Enbridge (ENB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Rbc Cad (RY)
Bk Nova Cad (BNS)
Toronto Dominion Bk Ont Com New (TD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Bank Of Montreal Cadcom (BMO)

View all positions for Purpose Un

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Wealth Enhancement Advisory Services
Susquehanna International
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Citadel Advisors
Apollon Wealth Management
SageOak Financial
Farther Finance Advisors
Compass Capital Corp
Purpose Un
Royal Bank of Canada
Financial Engines Advisors L.L.C
IFG Advisors
Courage Miller Partners

View all funds holding Listed Fd Tr