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United Advisor Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

United Advisor Group’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$567K Buy
10,226
+1,157
+13% +$67.5K 0.07% 257
2025
Q4 		$552K Buy
9,069
+320
+4% +$19.7K 0.07% 263
2025
Q3 		$528K Sell
8,749
-197
-2% -$11.5K 0.07% 255
2025
Q2 		$513K Buy
8,946
+554
+7% +$28.7K 0.09% 216
2025
Q1 		$410K Buy
8,392
+375
+5% +$20K 0.08% 219
2024
Q4 		$426K Buy
8,017
+1,265
+19% +$67.8K 0.08% 227
2024
Q3 		$346K Buy
6,752
+1,041
+18% +$51.7K 0.08% 257
2024
Q2 		$288K Buy
+5,711
New +$272K 0.09% 201

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

United Advisor Group's TECB Position: Q1 2026 in Review

United Advisor Group increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 13% in Q1 2026, buying an estimated $67.5K and bringing the position to 10,226 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #257.

United Advisor Group first reported a position in TECB in Q2 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • United Advisor Group held 10,226 shares of iShares US Tech Breakthrough Multisector ETF worth $567K as of Q1 2026.
  • United Advisor Group bought 1,157 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $67.5K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #257 holding.
  • United Advisor Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.