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Institutional Holdings
UGAOwnership Summary
Institutions Holding
6
Total Shares Held
9,900
Total Value Held
$1,019,403
Quarter
2026-06-30
Active Positions
Increased Positions
2
9,086 shares
Decreased Positions
0
0 shares
Held Positions
1
814 shares
New Positions
0
0 shares
Sold Out Positions
3
12,749 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 6,028 | $620,703 | ▲ +949 | 0.02% | 2026-06-30 |
| CoreCap Advisors, LLC | 3,058 | $314,882 | ▲ +2,186 | 0.01% | 2026-06-30 |
| Rosenberg Matthew Hamilton | 814 | $83,818 | Unchanged | 0.02% | 2026-06-30 |
| Farther Finance Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Preservation Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 |