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UPAR Ultra Risk Parity ETF
UPAR
UPAR
16.37
USD
-0.06
0.37%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.37%
5 days
0.37%
1 month
2.44%
3 months
-3.71%
6 months
-4.6%
Year to date
5.07%
1 year
13.29%
5 years
-18.07%
10 years
-18.07%
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 |
MCM
1
MAI Capital Management
Independence,
Ohio
| $33.4M | +$34.4M | +2,064,049 | New |
|
| 2 |
4PL
2
46 Peaks LLC
Newtown,
Pennsylvania
| $778K | -$49K | -2,937 | -6% |
|
| 3 |
BIG
3
Brookwood Investment Group
Phoenix,
Arizona
| $203K | +$7.21K | +432 | +4% |
|
| 4 |
FA
4
Fermata Advisors
Sonoma,
California
| $179K | +$1.15K | +69 | +0.6% |
|
| 5 |
ZI
5
ZEGA Investments
Palm Beach Gardens,
Florida
| $166K | +$171K | +10,241 | New |
|
| 6 |
FFA
6
Farther Finance Advisors
San Francisco,
California
| $131K | +$134K | +8,064 | New |
|
| 7 |
TWC
7
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $32.1K | +$33.4K | +2,000 | New |
|
| 8 |
APFP
8
Action Point Financial Planning
Grand Rapids,
Michigan
| $11.7K | +$12.1K | +726 | New |
|
| 9 |
EW
9
Evoke Wealth
Los Angeles,
California
| – | -$41.4M | -2,549,846 | Closed |
|