HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing UJUL Share Count | ||||
| SageView Advisory Group LLC | 38,924 | 1,278,908 | +1,239,984 | +3185.65% |
| UBS Group AG | 1,174 | 3,253 | +2,079 | +177.09% |
| LPL Financial LLC | 20,197 | 23,628 | +3,431 | +16.99% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 161,884 | 174,107 | +12,223 | +7.55% |
| Commonwealth Equity Services LLC | 107,664 | 115,508 | +7,844 | +7.29% |
| Allworth Financial LP | 91,746 | 95,627 | +3,881 | +4.23% |
| Raymond James & Associates | 216,640 | 221,155 | +4,515 | +2.08% |
| Brookstone Capital Management | 504,184 | 514,357 | +10,173 | +2.02% |
| 13F Filers Reporting New Positions In UJUL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 2,568 | +2,568 | +100% |
| Money Concepts Capital Corp | 0 | 11,494 | +11,494 | +100% |
| Bank of Montreal Can | 0 | 2,000 | +2,000 | +100% |
| Citadel Advisors LLC | 0 | 7,649 | +7,649 | +100% |
| Susquehanna International Group LLP | 0 | 54,801 | +54,801 | +100% |
| GTS Securities LLC | 0 | 11,482 | +11,482 | +100% |
| OLD Mission Capital LLC | 0 | 82,103 | +82,103 | +100% |
| Arete Wealth Advisors LLC | 0 | 25,526 | +25,526 | +100% |
| Kestra Advisory Services LLC | 0 | 82,287 | +82,287 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Altfest L J & Co. Inc. | 13,527 | 13,527 | UNCH | 0.00% |
| Morgan Stanley | 3,500 | 3,500 | UNCH | 0.00% |
| Smith Shellnut Wilson LLC ADV | 7,531 | 7,531 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 17,500 | 17,500 | UNCH | 0.00% |
| CWM LLC | 1,739 | 1,739 | UNCH | 0.00% |
| Chicago Partners Investment Group LLC | 32,647 | 32,647 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 3,000 | 3,000 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 3,358 | 3,358 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 11,464 | 11,464 | UNCH | 0.00% |
| Larson Financial Group LLC | 71 | 71 | UNCH | 0.00% |
| Castleview Partners LLC | 4,784 | 4,784 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 1,990 | 1,990 | UNCH | 0.00% |
| Spire Wealth Management | 15,700 | 15,700 | UNCH | 0.00% |
| Retirement Guys Formula LLC | 13,094 | 13,094 | UNCH | 0.00% |
| 13F Filers Decreasing UJUL Share Count | ||||
| JPMorgan Chase & Co. | 4,848 | 7 | -4,841 | -99.86% |
| Milestone Asset Management LLC | 1,050,298 | 7,484 | -1,042,814 | -99.29% |
| Foundations Investment Advisors LLC | 1,026,907 | 8,582 | -1,018,325 | -99.16% |
| Archer Investment Corp | 40,643 | 8,501 | -32,142 | -79.08% |
| Ameritas Advisory Services LLC | 48,894 | 21,834 | -27,060 | -55.34% |
| Advisory Services Network LLC | 9,513 | 4,660 | -4,853 | -51.01% |
| SRS Capital Advisors Inc. | 176 | 98 | -78 | -44.32% |
| Bedel Financial Consulting Inc. | 22,336 | 13,783 | -8,553 | -38.29% |
| Accurate Wealth Management LLC | 13,430 | 8,360 | -5,070 | -37.75% |
| Advisor Group Holdings Inc. | 96,592 | 60,474 | -36,118 | -37.39% |
| KFG Wealth Management LLC | 19,206 | 15,064 | -4,142 | -21.57% |
| Royal Bank of Canada | 3,869 | 3,181 | -688 | -17.78% |
| Delta Investment Management LLC | 230,655 | 191,691 | -38,964 | -16.89% |
| Cambridge Investment Research Advisors Inc. | 73,242 | 61,846 | -11,396 | -15.56% |
| Townsquare Capital LLC | 32,964 | 29,491 | -3,473 | -10.54% |
| WealthShield Partners LLC | 17,628 | 15,778 | -1,850 | -10.49% |
| MML Investors Services LLC | 9,710 | 8,910 | -800 | -8.24% |
| Janney Montgomery Scott LLC | 12,429 | 11,429 | -1,000 | -8.05% |
| Envestnet Asset Management Inc. | 254,807 | 237,433 | -17,374 | -6.82% |
| Centaurus Financial Inc. | 64,967 | 62,916 | -2,051 | -3.16% |
| Cetera Advisor Networks LLC | 17,946 | 17,674 | -272 | -1.52% |
| Comprehensive Financial Consultants Institutional Inc. | 48,637 | 47,969 | -668 | -1.37% |
| We Are One Seven LLC | 144,566 | 142,757 | -1,809 | -1.25% |
| Berger Financial Group Inc | 10,033 | 9,921 | -112 | -1.12% |
| Raymond James Financial Services Advisors Inc. | 9,248 | 9,144 | -104 | -1.12% |
| Wealth Enhancement Advisory Services LLC | 125,676 | 125,634 | -42 | -0.03% |
| 13F Filers Exiting UJUL | ||||
| Kickstand Ventures LLC. | 167,671 | 0 | -167,671 | -100.00% |
| Authentikos Wealth Advisory LLC | 474 | 0 | -474 | -100.00% |
| Cornerstone Planning Group LLC | 667 | 0 | -667 | -100.00% |
| HBW Advisory Services LLC | 10,500 | 0 | -10,500 | -100.00% |
| Stone House Investment Management LLC | 6,743 | 0 | -6,743 | -100.00% |
| Avantax Advisory Services Inc. | 9,392 | 0 | -9,392 | -100.00% |
| Calton & Associates Inc. | 12,040 | 0 | -12,040 | -100.00% |
See Summary: Institutional Holders of UJUL
See Details: Top 10 Hedge Funds Holding UJUL
