HoldingsChannel.com
On this page, we present all of the funds holding UFIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UFIV, with a link to that fund's top holdings. The next columns indicate the amount of UFIV stock held by each of the funds holding UFIV, followed by the UFIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 8 funds holding UFIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Signal Advisors Wealth LLC. For more details on the positions held by Signal Advisors Wealth LLC (or by any of the other funds holding UFIV), click the fund name in the "Holder" column of the funds-holding-UFIV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Signal Advisors Wealth LLC | 166,828 | $8,091 | 03/31/2024 |
| UFIV | 166,828 | $8,091 | 03/31/2024 |
| Foguth Wealth Management LLC. | 166,828 | $8,091 | 03/31/2024 |
| UFIV | 166,828 | $8,091 | 03/31/2024 |
| Thoroughbred Financial Services LLC | 42,682 | $2,100 | 12/31/2023 |
| UFIV | 42,682 | $2,100 | 12/31/2023 |
| Avantax Advisory Services Inc. | 17,678 | $870 | 12/31/2023 |
| UFIV | 17,678 | $870 | 12/31/2023 |
| Commonwealth Equity Services LLC | 4,869 | $236 | 03/31/2024 |
| UFIV | 4,869 | $236 | 03/31/2024 |
| Revolve Wealth Partners LLC | 4,403 | $214 | 03/31/2024 |
| UFIV | 4,403 | $214 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 5 | $0 | 03/31/2024 |
| UFIV | 5 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| UFIV | 0 | $0 | 12/31/2023 |
| Morgan Stanley | 1 | $0 | 12/31/2023 |
| UFIV | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UFIV
See Details: Top 10 Hedge Funds Holding UFIV
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