Janney Montgomery Scott
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Janney Montgomery Scott’s Univest Financial UVSP Stock Holding History

Janney Montgomery Scott’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$432K Buy
2025
Q1 		$209K Sell
2024
Q4 		$730K Buy
2024
Q3 		$682K Buy
2020
Q2 		– Sell
2020
Q1 		$187K Hold
2019
Q4 		$308K Buy
2019
Q3 		$289K Buy