Secure Asset Management, LLC - ULTIMUS MANAGERS TR ownership

ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 13 filers reported holding ULTIMUS MANAGERS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of ULTIMUS MANAGERS TR
ValueSharesWeighting
Q3 2023$296,532
-36.3%
10,891
-35.2%
0.09%
-36.9%
Q2 2023$465,346
-11.0%
16,812
-19.3%
0.14%
-19.0%
Q1 2023$523,007
-9.2%
20,832
-10.1%
0.17%
-15.9%
Q4 2022$575,84223,1770.21%
Other shareholders
ULTIMUS MANAGERS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Q3 Asset Management 584,233$15,9076.30%
HBW ADVISORY SERVICES LLC 1,103,706$30,0526.27%
CPR Investments Inc. 11,769$320,4500.34%
Secure Asset Management, LLC 10,891$296,5320.09%
Atria Investments, Inc 166,373$4,530,0540.08%
Simplicity Solutions, LLC 32,432$883,0680.03%
USA FINANCIAL FORMULAS 351$9,5570.01%
AXXCESS WEALTH MANAGEMENT, LLC 11,214$305,3380.01%
Orion Portfolio Solutions, LLC 7,679$209,0860.00%
HARBOUR INVESTMENTS, INC. 1,097$29,8690.00%
View complete list of ULTIMUS MANAGERS TR shareholders