Uma Financial Services, Inc. Closed Holding Positions

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 02, 2022
6,432
$46.52 - $47.45 $299K - $305K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Aug 02, 2022
4,230
$46.23 - $55.01 $196K - $233K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 02, 2022
4,388
$45.07 - $47.95 $198K - $210K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
Q2 2022 Filed on Aug 02, 2022
1,858
$105.22 - $127.46 $195K - $237K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,116
$237.11 - $299.66 $265K - $334K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2022 Filed on Aug 02, 2022
4,137
$49.22 - $49.57 $204K - $205K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2022 Filed on Aug 02, 2022
7,265
$28.62 - $30.13 $208K - $219K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 05, 2022
107,972
$48.35 - $50.5 $5.22M - $5.45M
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on May 05, 2022
3,426
$57.22 - $78.74 $196K - $270K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2022 Filed on May 05, 2022
6,744
$50.81 - $56.55 $343K - $381K
Xilinx Inc
Q1 2022 Filed on May 05, 2022
1,542
N/A
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 05, 2022
11,279
$16.35 - $19.09 $184K - $215K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 05, 2022
3,917
$49.53 - $52.66 $194K - $206K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 05, 2022
2,230
$122.95 - $129.16 $274K - $288K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2022 Filed on May 05, 2022
6,197
$53.48 - $60.03 $331K - $372K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 05, 2022
34,973
$72.45 - $85.55 $2.53M - $2.99M
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Jan 11, 2022
1,798
$109.42 - $123.35 $197K - $222K
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Jan 11, 2022
868
$247.21 - $309.96 $215K - $269K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Jan 11, 2022
5,040
$39.23 - $54.4 $198K - $274K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Jan 11, 2022
2,808
$58.39 - $78.64 $164K - $221K
VTR
Ventas, Inc.

Real Estate
Q3 2021 Filed on Oct 19, 2021
3,395
$54.23 - $60.4 $184K - $205K
ALC
Alcon Inc

Healthcare
Q2 2021 Filed on Jul 23, 2021
2,841
$66.27 - $76.21 $188K - $217K
CTRE
Care Trust Reit, Inc.

Real Estate
Q2 2021 Filed on Jul 23, 2021
11,721
$22.26 - $24.57 $261K - $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2021 Filed on Apr 06, 2021
2,053
$134.89 - $153.0 $277K - $314K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on Apr 06, 2021
818
$222.72 - $270.83 $182K - $222K
Tc Pipelines LP
Q1 2021 Filed on Apr 06, 2021
6,500
N/A
MBB
Ishares Tr

ETFs
Q4 2020 Filed on Feb 19, 2021
18,312
$109.9 - $110.3 $2.01M - $2.02M
NOK
Nokia Corp

Technology
Q4 2020 Filed on Feb 19, 2021
13,712
$3.27 - $4.3 $44.8K - $59K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 19, 2021
3,181
$119.27 - $121.81 $379K - $387K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2020 Filed on Feb 19, 2021
42,175
$43.72 - $45.44 $1.84M - $1.92M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2020 Filed on Feb 19, 2021
176,521
$27.24 - $27.93 $4.81M - $4.93M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 19, 2021
43,773
$133.73 - $138.48 $5.85M - $6.06M
HYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 19, 2021
3,268
$83.46 - $87.3 $273K - $285K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2020 Filed on Feb 19, 2021
3,050
$155.16 - $163.36 $473K - $498K
IYG
Ishares Tr

ETFs
Q3 2020 Filed on Nov 04, 2020
9,388
$38.91 - $43.53 $365K - $409K
MFD
Macquarie/First Trust Global Infrastr/Util Div & Inc Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
22,597
$6.94 - $8.46 $157K - $191K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
10,000
$3.82 - $5.05 $38.2K - $50.5K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
10,000
$8.53 - $9.98 $85.3K - $99.8K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2020 Filed on Aug 11, 2020
11,908
$2.42 - $5.88 $28.8K - $70K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Aug 11, 2020
13,816
$4.02 - $7.31 $55.5K - $101K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
2,435
$93.85 - $109.23 $229K - $266K
United Technologies Corp
Q1 2020 Filed on Apr 23, 2020
2,637
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2020 Filed on Apr 23, 2020
1
$240000.0 - $344970.0 $240K - $345K
ABEV
Ambev S.A.

Consumer Defensive
Q1 2020 Filed on Apr 23, 2020
12,574
$2.11 - $4.73 $26.5K - $59.5K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 23, 2020
10,584
$14.66 - $22.1 $155K - $234K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 23, 2020
28,876
$50.43 - $60.2 $1.46M - $1.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on Apr 23, 2020
3,655
$78.67 - $82.51 $288K - $302K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2020 Filed on Apr 23, 2020
8,075
$29.96 - $30.72 $242K - $248K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2020 Filed on Apr 23, 2020
10,722
$4.61 - $7.47 $49.4K - $80.1K
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