HoldingsChannel.com
Funds Holding PUTW
HolderAmountPosition Size
($ in 1000's)
 As of
Lenox Wealth Advisors LLC1,607,998$36,196 03/31/2020
     PUTW1,607,998$36,196 03/31/2020
Bank of America Corp DE858,286$19,320 03/31/2020
     PUTW858,286$19,320 03/31/2020
Crabel Capital Management LLC405,440$9,126 03/31/2020
     PUTW405,440$9,126 03/31/2020
Cabot Wealth Management Inc.151,684$3,414 03/31/2020
     PUTW151,684$3,414 03/31/2020
Sei Investments Co.136,395$3,060 03/31/2020
     PUTW136,395$3,060 03/31/2020
McAdam LLC108,858$2,450 03/31/2020
     PUTW108,858$2,450 03/31/2020
RHS Financial LLC102,842$2,315 03/31/2020
     PUTW102,842$2,315 03/31/2020
UBS Group AG78,063$1,757 03/31/2020
     PUTW78,063$1,757 03/31/2020
Fundamentun LLC54,544$1,228 03/31/2020
     PUTW54,544$1,228 03/31/2020
Morgan Stanley45,829$1,032 03/31/2020
     PUTW45,829$1,032 03/31/2020
Jane Street Group LLC44,729$1,007 03/31/2020
     PUTW44,729$1,007 03/31/2020
Financial Enhancement Group LLC42,597$959 03/31/2020
     PUTW42,597$959 03/31/2020
Domani Wealth LLC41,880$943 03/31/2020
     PUTW41,880$943 03/31/2020
Colony Group LLC25,849$582 03/31/2020
     PUTW25,849$582 03/31/2020
Susquehanna International Group LLP24,428$550 03/31/2020
     PUTW24,428$550 03/31/2020
Institute for Wealth Management LLC.18,085$407 03/31/2020
     PUTW18,085$407 03/31/2020
LPL Financial LLC17,855$402 03/31/2020
     PUTW17,855$402 03/31/2020
Envestnet Asset Management Inc.17,874$402 03/31/2020
     PUTW17,874$402 03/31/2020
Homrich & Berg17,603$396 03/31/2020
     PUTW17,603$396 03/31/2020
MML Investors Services LLC16,938$381 03/31/2020
     PUTW16,938$381 03/31/2020
Macroview Investment Management LLC16,897$380 03/31/2020
     PUTW16,897$380 03/31/2020
Toroso Investments LLC14,088$317 03/31/2020
     PUTW14,088$317 03/31/2020
United Capital Financial Advisers LLC12,757$287 03/31/2020
     PUTW12,757$287 03/31/2020
Ladenburg Thalmann Financial Services Inc.9,399$268 12/31/2019
     PUTW9,399$268 12/31/2019
Advisor Group Holdings Inc.7,114$165 03/31/2020
     PUTW7,114$165 03/31/2020
Royal Bank of Canada3,806$85 03/31/2020
     PUTW3,806$85 03/31/2020
Blue Bell Private Wealth Management LLC2,639$59 03/31/2020
     PUTW2,639$59 03/31/2020
IFP Advisors Inc2,609$58 03/31/2020
     PUTW2,609$58 03/31/2020
CENTRAL TRUST Co2,380$54 03/31/2020
     PUTW2,380$54 03/31/2020
JPMorgan Chase & Co.1,250$28 03/31/2020
     PUTW1,250$28 03/31/2020
Meridian Wealth Partners LLC1,066$24 03/31/2020
     PUTW1,066$24 03/31/2020
RPG Investment Advisory LLC1,000$23 03/31/2020
     PUTW1,000$23 03/31/2020
Certified Advisory Corp535$12 03/31/2020
     PUTW535$12 03/31/2020
Advocacy Wealth Management Services LLC503$11 03/31/2020
     PUTW503$11 03/31/2020
Blair William & Co. IL344$8 03/31/2020
     PUTW344$8 03/31/2020
Proffitt & Goodson Inc.271$6 03/31/2020
     PUTW271$6 03/31/2020
Wells Fargo & Company MN0$0 03/31/2020
     PUTW0$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     PUTW0$0 03/31/2020
HighTower Advisors LLC $-11 03/31/2020
     Put50,000$11 03/31/2020
Wade Financial Advisory Inc $-20 03/31/2020
     Put89,495$20 03/31/2020
Opes Wealth Management LLC3,620,638$-815 03/31/2020
     Put3,620,638$815 03/31/2020

See Summary: Institutional Holders of PUTW
See Details: Top 10 Hedge Funds Holding PUTW
Also See: PUTW Holdings Changes

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