UAG
TFLR icon

United Advisor Group’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

United Advisor Group’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Buy
20,515
+11,531
+128% +$584K 0.1% 218
2026
Q2 		$453K Buy
8,984
+3,744
+71% +$190K 0.05% 338
2026
Q1 		$264K Buy
+5,240
New +$267K 0.03% 422

Other funds holding TFLR

Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
My Personal CFO LLC
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bridgelight Financial Advisors
Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

United Advisor Group increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 128% in Q3 2026, buying an estimated $584K and bringing the position to 20,515 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #218.

United Advisor Group first reported a position in TFLR in Q1 2026 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold TFLR as of Q3 2026.

  • United Advisor Group held 20,515 shares of T. Rowe Price Floating Rate ETF worth $1.04M as of Q3 2026.
  • United Advisor Group bought 11,531 T. Rowe Price Floating Rate ETF shares in Q3 2026, an estimated $584K.
  • T. Rowe Price Floating Rate ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #218 holding.
  • United Advisor Group first reported a position in T. Rowe Price Floating Rate ETF in Q1 2026 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q3 2026.

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