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Ultimus Managers Tr shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of Ultimus Managers Tr (WEEI) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Cambridge Investment Research Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 10k 24.56

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Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Susquehanna International
Wealthcare Advisory Partners
Old Mission Capital
Private Advisor
Foguth Wealth Management
Nottingham Advisors
Cambridge Investment Research Advisors
Chapin Davis
Founders Financial Alliance
UBS Group
IFS Advisors
Morgan Stanley

View all funds holding Ultimus Managers Tr