United Advisor Group’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,165	Closed	-$209K	–	602
2026 Q2	$209K	Buy	+5,165	New	+$209K	0.02%	511
2025 Q4	–	Sell	-7,415	Closed	-$302K	–	508
2025 Q3	$302K	Buy	+7,415	New	+$301K	0.04%	352

Other funds holding ULST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $744M AUM 23.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

ORBA Wealth Advisors Chicago, Illinois $117M AUM 17.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

United Advisor Group sold out of State Street Ultra Short Term Bond ETF (ULST) in Q3 2026, closing a stake of 5,165 shares — an estimated $209K sold.

United Advisor Group first reported a position in ULST in Q3 2025 and held it in 2 quarters. The position peaked at $302K in Q3 2025. 92 funds tracked by Wall St. Rank hold ULST as of Q3 2026.

United Advisor Group reported no remaining State Street Ultra Short Term Bond ETF position as of Q3 2026 after selling out during the quarter.
United Advisor Group sold 5,165 State Street Ultra Short Term Bond ETF shares in Q3 2026, an estimated $209K.
United Advisor Group first reported a position in State Street Ultra Short Term Bond ETF in Q3 2025 and held it in 2 quarters.
United Advisor Group's State Street Ultra Short Term Bond ETF position peaked at $302K in Q3 2025.
92 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q3 2026.

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