UBS Group AG - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 27 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UBS Group AG ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$18,803
-71.2%
1,038
-72.1%
0.00%
Q1 2023$65,383
-4.0%
3,716
-6.3%
0.00%
Q4 2022$68,113
+44.9%
3,967
+41.0%
0.00%
Q3 2022$47,000
+46.9%
2,814
+64.4%
0.00%
Q1 2022$32,000
+540.0%
1,712
+470.7%
0.00%
Q2 2021$5,0003000.00%
Other shareholders
LISTED FD TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 580,431$9,891,00010.16%
TCWP LLC 205,299$3,498,0000.74%
Claybrook Capital, LLC 66,000$1,125,0000.66%
Clearview Wealth Advisors LLC 34,323$585,0000.44%
Beacon Pointe Advisors, LLC 1,096,239$18,680,0000.39%
Clear Creek Financial Management, LLC 52,783$899,0000.19%
CreativeOne Wealth, LLC 166,580$2,839,0000.15%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 11,483$196,0000.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 33,029$563,0000.09%
CGN Advisors LLC 11,117$189,0000.05%
View complete list of LISTED FD TR shareholders