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Listed Fd Tr shares owned by SageOak Financial

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

Historical chart of SageOak Financial investment in Listed Fd Tr

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

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Quarterly reported holdings in Listed Fd Tr by SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $724k 26k 27.56
2025-06-30 $695k 26k 26.64
2025-03-31 $582k 24k 23.82

More positions owned by SageOak Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Tidal Trust I SP FDS S&P 500 (SPUS)
Dimensional Etf Trust Global Real Est (DFGR)
Strategy Eventide Us Mrkt (ESUM)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for SageOak Financial

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Wealth Enhancement Advisory Services
Goldman Sachs Group
Jane Street
Susquehanna International
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Citadel Advisors
Apollon Wealth Management
SageOak Financial
Farther Finance Advisors
Royal Bank of Canada
Financial Engines Advisors L.L.C
Courage Miller Partners
Y.D. More Investments

View all funds holding Listed Fd Tr