Simplicity Solutions, LLC - ULTIMUS MANAGERS TR ownership

ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 13 filers reported holding ULTIMUS MANAGERS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ULTIMUS MANAGERS TR
ValueSharesWeighting
Q3 2023$883,068
+233.9%
32,432
+239.5%
0.03%
+300.0%
Q2 2023$264,454
-56.1%
9,554
-60.2%
0.01%
-56.2%
Q1 2023$602,893
+153.6%
24,014
+151.0%
0.02%
-50.0%
Q4 2022$237,6999,5670.03%
Other shareholders
ULTIMUS MANAGERS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Q3 Asset Management 584,233$15,9076.30%
HBW ADVISORY SERVICES LLC 1,103,706$30,0526.27%
CPR Investments Inc. 11,769$320,4500.34%
Secure Asset Management, LLC 10,891$296,5320.09%
Atria Investments, Inc 166,373$4,530,0540.08%
Simplicity Solutions, LLC 32,432$883,0680.03%
USA FINANCIAL FORMULAS 351$9,5570.01%
AXXCESS WEALTH MANAGEMENT, LLC 11,214$305,3380.01%
Orion Portfolio Solutions, LLC 7,679$209,0860.00%
HARBOUR INVESTMENTS, INC. 1,097$29,8690.00%
View complete list of ULTIMUS MANAGERS TR shareholders