United Advisor Group’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

United Advisor Group’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,265	Closed	-$295K	–	547
2026 Q1	$295K	Buy	6,265 +607	+11%	+$30.3K	0.04%	395
2025 Q4	$275K	Buy	5,658 +190	+3%	+$9.26K	0.03%	398
2025 Q3	$264K	Sell	5,468 -93	-2%	-$4.3K	0.04%	393
2025 Q2	$255K	Buy	+5,561	New	+$227K	0.04%	339
2025 Q1	–	Sell	-4,864	Closed	-$220K	–	348
2024 Q4	$220K	Buy	+4,864	New	+$219K	0.04%	343

Other funds holding AIED

Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Retirement Partners San Rafael, California $6.54B AUM

United Advisor Group's AIED Position: Q2 2026 in Review

United Advisor Group sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q2 2026, closing a stake of 6,265 shares — an estimated $295K sold.

United Advisor Group first reported a position in AIED in Q4 2024 and held it in 5 quarters. The position peaked at $295K in Q1 2026. 13 funds tracked by Wall St. Rank hold AIED as of Q2 2026.

United Advisor Group reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 6,265 Defiance LLM Catalyst Momentum ETF shares in Q2 2026, an estimated $295K.
United Advisor Group first reported a position in Defiance LLM Catalyst Momentum ETF in Q4 2024 and held it in 5 quarters.
United Advisor Group's Defiance LLM Catalyst Momentum ETF position peaked at $295K in Q1 2026.
13 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.