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

GMUBGMUB
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in GOLDMAN SACHS ETF TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 264,570 shares of GMUB (GOLDMAN SACHS ETF TR), worth $13.5M as of 2026-Q1. The position was increased (+168.9% shares). GMUB represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$13.5M

Current Shares

264,570

Total Value Change

+$8.4M

Total Shares Change

+166,175

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
264,570
+168.9%
$13.5M0.1%$50.22
45
2025-Q4
New
98,395
-
$5M0.0%$50.17
37

Other major holders of GMUB: STIFEL FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Mariner, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used