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United Advisor Group’s GQG US Equity ETF GQGU Stock Holding History

United Advisor Group’s Portfolio GQGU Stock Details GQGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$808K Sell
30,595
-18,503
-38% -$484K 0.08% 257
2026
Q2 		$1.25M Buy
49,098
+628
+1% +$16.5K 0.13% 179
2026
Q1 		$1.3M Buy
+48,470
New +$1.26M 0.16% 154

Other funds holding GQGU

Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Shah Wealth Advisors
Shah Wealth Advisors Chino Hills, California $503M AUM
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Advisor Group's GQGU Position: Q3 2026 in Review

United Advisor Group reduced its GQG US Equity ETF (GQGU) stake by 38% in Q3 2026, selling an estimated $484K and leaving 30,595 shares worth $808K. The position accounts for 0.08% of the portfolio, ranked #257.

United Advisor Group first reported a position in GQGU in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 19 funds tracked by Wall St. Rank hold GQGU as of Q3 2026.

  • United Advisor Group held 30,595 shares of GQG US Equity ETF worth $808K as of Q3 2026.
  • United Advisor Group sold 18,503 GQG US Equity ETF shares in Q3 2026, an estimated $484K.
  • GQG US Equity ETF made up 0.08% of United Advisor Group's portfolio in Q3 2026, its #257 holding.
  • United Advisor Group first reported a position in GQG US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • United Advisor Group's GQG US Equity ETF position peaked at $1.3M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held GQG US Equity ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.