Stock
UJUL
| Ownership Count: | 139 |
| Ownership Count: | 139 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 1.96% |
Reduced 6.70%
|
260,229 | $8,976,000.0 |
| Kestra Advisory Services, LLC | 0.05% |
Reduced 0.35%
|
251,062 | $8,660,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
241,498 | $8,330,000.0 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.39% |
Added 5.99%
|
229,407 | $7,913,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
No Change
|
218,211 | $7,399,000.0 |
| Hudson Capital Management LLC | 2.96% |
No Change
|
188,002 | $4,328,000.0 |
| OSAIC HOLDINGS, INC. | 0.02% |
Added 366.97%
|
184,959 | $6,271,000.0 |
| KICKSTAND VENTURES, LLC. | 1.47% |
No Change
|
167,671 | $4,733,000.0 |
| Wealthquest Corp | 0.5% |
Added 42.54%
|
143,983 | $3,708,000.0 |
| MGO ONE SEVEN LLC | 0.26% |
Reduced 1.25%
|
142,757 | $4,325,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% |
No Change
|
132,950 | $4,508,000.0 |
| Silicon Hills Wealth Management, LLC | 3.46% |
Added 36429.77%
|
112,877 | $2,598,000.0 |
| Advisor Group Holdings, Inc. | 0.01% |
Reduced 48.24%
|
95,732 | $3,246,000.0 |
| Berkshire Money Management, Inc. | 0.48% |
Reduced 5.66%
|
86,425 | $2,190,000.0 |
| Outlook Wealth Advisors, LLC | 0.91% |
Reduced 2.47%
|
75,171 | $2,032,000.0 |