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QTQTAC
3 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ULTIMUS MANAGERS TR

AXXCESS WEALTH MANAGEMENT, LLC holds 25,883 shares of QTAC (ULTIMUS MANAGERS TR), worth $658,611 as of 2026-Q2. The position was increased (+37.6% shares). QTAC represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$658,611

Current Shares

25,883

Total Value Change

+$183,091

Total Shares Change

+7,058

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,883
+37.6%
$658,6110.0%
32
2026-Q1
Decreased
18,812
-0.1%
$432,4880.0%
0
2025-Q4
New
18,825
-
$475,5200.0%
33

Other major holders of QTAC: Orion Porfolio Solutions, LLC, Cetera Investment Advisers, ENVESTNET ASSET MANAGEMENT INC

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