AF
UAN icon

Allworth Financial’s CVR Partners UAN Stock Holding History

Allworth Financial’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.63K Hold
52
– – ﹤0.01% 3780
2025
Q4 		$5.35K Buy
52
+1
+2% +$95 ﹤0.01% 3661
2025
Q3 		$4.58K Buy
51
+36
+240% +$3.25K ﹤0.01% 3605
2025
Q2 		$1.33K Buy
+15
New +$1.21K ﹤0.01% 3871
2023
Q3 		– Sell
-5
Closed -$404 – 3550
2023
Q2 		$404 Buy
+5
New +$438 ﹤0.01% 2935
2020
Q2 		– Sell
-22
Closed – – 1376
2020
Q1 		$0 Hold
22
– – ﹤0.01% 1334
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1016
2019
Q3 		$1K Buy
22
+1
+5% +$37 ﹤0.01% 922
2019
Q2 		$1K Hold
21
– – ﹤0.01% 910
2019
Q1 		$1K Buy
+21
New +$799 ﹤0.01% 927

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return