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Listed Fd Tr shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $801k 32k 24.78
2024-03-31 $841k 35k 24.02
2023-12-31 $793k 35k 22.78

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Listed Fd Tr

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

View all funds holding Listed Fd Tr