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Beacon Pointe Advisors, LLC
ABEQ26 quarters
Position history for
Beacon Pointe Advisors, LLC's holdings in UNIFIED SER TR
Yes. Beacon Pointe Advisors holds 841,619 shares of ABEQ, worth $31.3M, as of its Q2 2026 13F filing. It reduced the position by 5,570 shares (-0.7%) from Q1 2026. Beacon Pointe Advisors has held ABEQ since Q2 2022, across 17 quarterly 13F filings. ABEQ is 0.1% of Beacon Pointe Advisors' reported 13F portfolio.
Current Value
$31.3M
Current Shares
841,619
Total Value Change
+$30.7M
Total Shares Change
+812,290
Quarter-by-Quarter History
Other major holders of ABEQ: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC