Sugarloaf Wealth Management, LLC - LISTED FD TR ownership

LISTED FD TR's ticker is SEPZ and the CUSIP is 53656F714. A total of 13 filers reported holding LISTED FD TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of LISTED FD TR
ValueSharesWeighting
Q4 2022$2,935
-2.2%
100
-1.0%
0.00%0.0%
Q3 2022$3,0000.0%1010.0%0.00%0.0%
Q2 2022$3,0000.0%101
+1.0%
0.00%0.0%
Q1 2022$3,0000.0%1000.0%0.00%0.0%
Q4 2021$3,0000.0%1000.0%0.00%0.0%
Q3 2021$3,0001000.00%
Other shareholders
LISTED FD TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 75,786$2,373,0001.15%
Valtinson Bruner Financial Planning LLC 64,655$1,983,0001.14%
Strategic Blueprint, LLC 57,074$1,787,0000.21%
Diversified, LLC 9,305$291,0000.12%
Castleview Partners, LLC 5,907$184,0000.11%
Kestra Advisory Services, LLC 17,192$538,0000.01%
Cambridge Investment Research Advisors, Inc. 31,076$973,0000.00%
Aptus Capital Advisors, LLC 1,120$35,0000.00%
COMMONWEALTH EQUITY SERVICES, LLC 18,564$581,0000.00%
Sugarloaf Wealth Management, LLC 100$3,0000.00%
View complete list of LISTED FD TR shareholders