ARCHER INVT SER TR - ARWG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Archer Investment Corp | History | Added to | 516,243 | 13,887 | 2.73% | 2.31% | 1 | +41,871 | 8.83% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |