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Listed Fd Tr shares owned by Sincerus Advisory

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

Historical chart of Sincerus Advisory investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $222k 6.0k 36.80

More positions owned by Sincerus Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Digitalocean Hldgs (DOCN)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Sincerus Advisory

Top funds holding Listed Fd Tr

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

View all funds holding Listed Fd Tr