IMA Wealth, Inc. - VOC ENERGY TR ownership

VOC ENERGY TR's ticker is VOC and the CUSIP is 91829B103. A total of 26 filers reported holding VOC ENERGY TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of VOC ENERGY TR
ValueSharesWeighting
Q3 2023$27,328
+23.7%
2,8000.0%0.01%
+16.7%
Q2 2023$22,092
-53.6%
2,800
-51.7%
0.01%
-50.0%
Q1 2023$47,618
-20.7%
5,8000.0%0.01%
-25.0%
Q4 2022$60,030
+53.9%
5,8000.0%0.02%
+60.0%
Q3 2022$39,000
+5.4%
5,8000.0%0.01%
+11.1%
Q2 2022$37,000
-7.5%
5,8000.0%0.01%0.0%
Q1 2022$40,000
+48.1%
5,8000.0%0.01%
+50.0%
Q4 2021$27,000
+237.5%
5,800
+16.0%
0.01%
+100.0%
Q3 2020$8,000
-33.3%
5,0000.0%0.00%
-25.0%
Q2 2020$12,000
+50.0%
5,0000.0%0.00%0.0%
Q1 2020$8,000
-65.2%
5,0000.0%0.00%
-55.6%
Q4 2019$23,000
-11.5%
5,0000.0%0.01%
-10.0%
Q3 2019$26,000
+4.0%
5,0000.0%0.01%
+11.1%
Q2 2019$25,000
-10.7%
5,0000.0%0.01%
-18.2%
Q1 2019$28,000
+55.6%
5,0000.0%0.01%
+37.5%
Q4 2018$18,000
-33.3%
5,0000.0%0.01%
-27.3%
Q3 2018$27,0000.0%5,0000.0%0.01%0.0%
Q2 2018$27,0005,0000.01%
Other shareholders
VOC ENERGY TR shareholders Q4 2021
NameSharesValueWeighting ↓
NAVELLIER & ASSOCIATES INC 77,492$640,8590.14%
McGowan Group Asset Management, Inc. 99,780$825,1770.13%
180 WEALTH ADVISORS, LLC 35,984$297,5920.07%
RR Advisors, LLC 38,000$3130.06%
IMA Wealth, Inc. 5,800$47,6180.01%
Cetera Advisor Networks LLC 108,070$893,7390.01%
Atria Wealth Solutions, Inc. 47,952$396,5620.01%
HighTower Advisors, LLC 153,870$1,274,0000.00%
Janney Montgomery Scott LLC 21,626$1790.00%
Geneos Wealth Management Inc. 2,500$20,6750.00%
View complete list of VOC ENERGY TR shareholders