UAG
JGRW

United Advisor Group’s Jensen Quality Growth ETF JGRW Stock Holding History

United Advisor Group’s Portfolio JGRW Stock Details JGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,835
Closed -$268K – 512
2025
Q3 		$268K Hold
9,835
– – 0.04% 384
2025
Q2 		$261K Sell
9,835
-150
-2% -$3.83K 0.05% 337
2025
Q1 		$254K Buy
+9,985
New +$261K 0.05% 302

Other funds holding JGRW

JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

United Advisor Group's JGRW Position: Q4 2025 in Review

United Advisor Group sold out of Jensen Quality Growth ETF (JGRW) in Q4 2025, closing a stake of 9,835 shares — an estimated $268K sold.

United Advisor Group first reported a position in JGRW in Q1 2025 and held it in 3 quarters. The position peaked at $268K in Q3 2025. 21 funds tracked by Wall St. Rank hold JGRW as of Q4 2025.

  • United Advisor Group reported no remaining Jensen Quality Growth ETF position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 9,835 Jensen Quality Growth ETF shares in Q4 2025, an estimated $268K.
  • United Advisor Group first reported a position in Jensen Quality Growth ETF in Q1 2025 and held it in 3 quarters.
  • United Advisor Group's Jensen Quality Growth ETF position peaked at $268K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Jensen Quality Growth ETF as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.