UBS Group AG - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 20 filers reported holding UNIFIED SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2023$6,684
-39.2%
194
-37.4%
0.00%
Q1 2022$11,000
-52.2%
310
-50.8%
0.00%
Q3 2021$23,000
+283.3%
630
+268.4%
0.00%
Q2 2021$6,000
+200.0%
171
+185.0%
0.00%
Q1 2021$2,000600.00%
Other shareholders
UNIFIED SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lokken Investment Group LLC 74,212$2,475,7121.88%
Resource Planning Group 58,868$1,963,8421.60%
First City Capital Management, Inc. 61,223$1,995,7721.17%
Cape Investment Advisory, Inc. 40,871$1,363,4710.83%
Weaver Consulting Group 51,407$1,714,9230.78%
Frontier Asset Management, LLC 17,476$583,0090.28%
Argent Trust Co 42,380$1,413,7970.09%
Tidal Investments LLC 145,834$4,8660.08%
Sage Mountain Advisors LLC 10,290$343,2740.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,250$408,6600.04%
View complete list of UNIFIED SER TR shareholders