Advisors Asset Management, Inc.
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,848,548 | 162,218 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,391,428 | 58,884 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $116,087 | 4,625 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $93,731 | 3,912 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $40,838 | 1,400 | Shares | Sole | 2025-02-10 |
| 2024-06-30 | $238,078 | 7,755 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $591,563 | 16,801 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $645,939 | 19,015 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $801,187 | 27,205 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,099,854 | 35,331 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $3,209,388 | 130,942 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,188,209 | 141,384 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,720,861 | 155,389 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $2,908,261 | 149,525 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $2,862,793 | 113,648 | Shares | Sole | 2022-05-17 |
| 2021-12-31 | $1,975,404 | 41,120 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $1,616,262 | 28,754 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $852,622 | 16,066 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $330,103 | 5,725 | Shares | Sole | 2021-05-07 |