Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AAEQAAEQ
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ALPHA ARCHITECT US EQUITY 2 ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 83,311 shares of AAEQ (ALPHA ARCHITECT US EQUITY 2 ETF), worth $3.9M as of 2026-Q1. AAEQ represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$3.9M

Current Shares

83,311

Total Value Change

-$232,122

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Unchanged
83,311
0.0%
$3.9M0.0%—
0
2025-Q4
New
83,311
-
$4.1M0.0%—
37

Other major holders of AAEQ: Beacon Pointe Advisors, LLC, Quantinno Capital Management LP, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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