IAA
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Independent Advisor Alliance’s Wheels Up UP Stock Holding History

Independent Advisor Alliance’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.98K Buy
+579
New +$7.55K ﹤0.01% 1593
2023
Q2 		– Sell
-186
Closed -$23.5K – 702
2023
Q1 		$23.5K Sell
186
-1,221
-87% -$271K ﹤0.01% 654
2022
Q4 		$290 Sell
1,407
-429
-23% -$111K ﹤0.01% 366
2022
Q3 		$422K Buy
1,836
+119
+7% +$47.7K 0.02% 411
2022
Q2 		$669K Buy
+1,717
New +$917K 0.04% 322
2022
Q1 		– Sell
-1,705
Closed -$1.58M – 737
2021
Q4 		$1.58M Buy
1,705
+45
+3% +$52.5K 0.08% 198
2021
Q3 		$2.19M Buy
+1,660
New +$2.72M 0.12% 148

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM