A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds UHALBAMERCO

3 funds on our shelf carry AMERCO — heaviest hand: CSD at 2.90% of its book.

FundWeightFund assetsShares held
CSDInvesco S&P Spin-Off ETFINDEX2.90%$217M114,558
XTNState Street SPDR S&P Transportation ETFINDEX2.55%$300M162,362
SMMViShares MSCI USA Small-Cap Min Vol Factor ETFINDEX0.47%$270M21,285

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.