UBS Group »

Ultimus Managers Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ultimus Managers Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5k 304 24.59
2024-06-30 $975 41 23.78

More positions owned by UBS Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ubs Group SHS (UBS)

View all positions for UBS Group

Top funds holding Ultimus Managers Tr

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

View all funds holding Ultimus Managers Tr