Ticker: UPV CUSIP: 74347X526 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cassaday & Co Wealth Management LLC | 24,060 | $2,165 |
| Farther Finance Advisors, LLC | 19 | $2 |
| UBS Group AG | 18 | $2 |
| MORGAN STANLEY | 1 | $0 |
| Total (4 institutions) | 24,098 | $2,169 |