Institutional Ownership Uscf ETF Tr Divid Income Fd (UDI)

UDI Quotes by TradingView

This table provides information about the institutional ownership of Uscf ETF Tr Divid Income Fd (UDI). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 104,352 shares, which have been reported (via 13F filing form) to have a value of $2.93 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Envestnet Portfolio Solutions, Inc.

Berwyn, PA

 		Apr 21, 2025 Q1 2025
51,298
shares
$1.44 Million 0.01% of portfolio
Q1 2025 Added 1.33%
Walkner Condon Financial Advisors LLC

Apr 22, 2025 Q1 2025
22,865
shares
$641,363 0.14% of portfolio
Q1 2025 Added 24.07%
Gts Securities LLC

New York, NY

 		Feb 18, 2025 Q4 2024
19,346
shares
$542,655 0.03% of portfolio
Q4 2024 Reduced 28.51%
Advisor Group Holdings, Inc.

Phoenix, AZ

 		Feb 07, 2025 Q4 2024
10,742
shares
$301,313 0.0% of portfolio
Q3 2024 Added 2048.4%
Ubs Group Ag

Feb 14, 2025 Q4 2024
100
shares
$2,805 0.0% of portfolio
Q4 2024 New holding
Morgan Stanley

New York, NY

 		Feb 14, 2025 Q4 2024
1
shares
$28 0.0% of portfolio
Q2 2024 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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