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UCI
E-TRACS UBS Bloomberg CMCI ETN
UCI
UCI
Delisted
UCI was delisted on the 9th of December, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $11.2M | -$2.8M | -191,680 | -21% |
|
| 2 |
AWA
2
Alaska Wealth Advisors
Anchorage,
Alaska
| $8.46M | +$7.98M | +546,911 | +2,632% |
|
| 3 |
APCM
3
Alaska Permanent Capital Management
Anchorage,
Alaska
| $8.31M | +$7.59K | +520 | +0.1% |
|
| 4 |
4
Envestnet Asset Management
Chicago,
Illinois
| $2.45M | +$759K | +51,989 | +46% |
|
| 5 |
IWMA
5
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $1.17M | +$870K | +59,608 | +310% |
|
| 6 |
RF
6
RHS Financial
San Francisco,
California
| $1.09M | +$14.9K | +1,020 | +1% |
|
| 7 |
7
William Blair & Company
Chicago,
Illinois
| $208K | +$146K | +10,000 | New |
|
| 8 |
BAS
8
Brown Advisory Securities
Baltimore,
Maryland
| $201K | -$180K | -12,305 | -48% |
|
| 9 |
MHS
9
M Holdings Securities
Portland,
Oregon
| $156K | +$153K | +10,470 | New |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $49K | -$211K | -14,451 | -82% |
|
| 11 |
AG
11
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
| 12 |
TFA
12
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|