United Advisor Group’s Sterling Capital Focus Equity ETF LCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,150	Closed	-$268K	–	501
2025 Q3	$268K	Buy	+8,150	New	+$263K	0.04%	386
2025 Q1	–	Sell	-11,400	Closed	-$339K	–	371
2024 Q4	$339K	Sell	11,400 -9,500	-45%	-$284K	0.07%	273
2024 Q3	$602K	Buy	+20,900	New	+$574K	0.14%	154

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

United Advisor Group sold out of Sterling Capital Focus Equity ETF (LCG) in Q4 2025, closing a stake of 8,150 shares — an estimated $268K sold.

United Advisor Group first reported a position in LCG in Q3 2024 and held it in 3 quarters. The position peaked at $602K in Q3 2024. 0 funds tracked by Wall St. Rank hold LCG as of Q4 2025.

United Advisor Group reported no remaining Sterling Capital Focus Equity ETF position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 8,150 Sterling Capital Focus Equity ETF shares in Q4 2025, an estimated $268K.
United Advisor Group first reported a position in Sterling Capital Focus Equity ETF in Q3 2024 and held it in 3 quarters.
United Advisor Group's Sterling Capital Focus Equity ETF position peaked at $602K in Q3 2024.
0 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q4 2025.

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