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Ultimus Managers Tr shares owned by IFS Advisors

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

Historical chart of IFS Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ultimus Managers Tr by IFS Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 100 24.59

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)

View all positions for IFS Advisors

Top funds holding Ultimus Managers Tr

Westwood Holdings
Susquehanna International
Wealthcare Advisory Partners
Old Mission Capital
LPL Financial
Private Advisor
Nottingham Advisors
Chapin Davis
Founders Financial Alliance
IFS Advisors

View all funds holding Ultimus Managers Tr