UBS Group AG - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is and the CUSIP is 90470L519. A total of 7 filers reported holding UNIFIED SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 6.8%.

Quarter-by-quarter ownership
UBS Group AG ownership history of UNIFIED SER TR
ValueSharesWeighting
Q2 2023$7,502
-86.6%
332
-86.3%
0.00%
Q1 2023$55,798
-17.6%
2,418
-19.5%
0.00%
Q4 2022$67,680
+18.7%
3,004
+18.0%
0.00%
Q3 2022$57,000
+216.7%
2,546
+225.6%
0.00%
Q2 2022$18,0007820.00%
Other shareholders
UNIFIED SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
OneAscent Wealth Management LLC 2,166,437$51,205,00026.15%
OneAscent Financial Services LLC 1,813,806$42,871,00019.44%
Atria Investments, Inc 4,541,500$107,107,0002.25%
RFG Advisory, LLC 15,093$361,0000.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 782$18,0000.00%
JANE STREET GROUP, LLC 48,603$1,146,0000.00%
View complete list of UNIFIED SER TR shareholders