CPR Investments Inc. - ULTIMUS MANAGERS TR ownership

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ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 10 filers reported holding ULTIMUS MANAGERS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.3%.

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Filings
Quarter-by-quarter ownership
CPR Investments Inc. ownership history of ULTIMUS MANAGERS TR
ValueSharesWeighting
Q3 2023$320,450
-82.1%
11,769
-81.8%
0.34%
-79.9%
Q2 2023$1,785,713
+18.4%
64,513
+7.4%
1.72%
+18.3%
Q1 2023$1,507,710
-58.1%
60,054
-58.6%
1.45%
-59.5%
Q4 2022$3,600,117–144,899–3.58%–
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Other shareholders
ULTIMUS MANAGERS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Q3 Asset Management 634,109$15,75410.67%
HBW ADVISORY SERVICES LLC 839,883$20,8675.49%
CPR Investments Inc. 144,899$3,600,1173.58%
Secure Asset Management, LLC 23,177$575,8420.21%
Atria Investments, Inc 155,856$3,872,3510.08%
CoreCap Advisors, LLC 36,779$913,8000.06%
Simplicity Solutions, LLC 9,567$237,6990.03%
AXXCESS WEALTH MANAGEMENT, LLC 11,872$294,9680.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ULTIMUS MANAGERS TR shareholders