UCFA
AAEQ

United Capital Financial Advisors’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

United Capital Financial Advisors’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.88M Hold
83,311
– – 0.02% 413
2025
Q4 		$4.11M Buy
+83,311
New +$4.14M 0.02% 385

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

United Capital Financial Advisors's AAEQ Position: Q1 2026 in Review

United Capital Financial Advisors held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 83,311 shares worth $3.88M. The position accounts for 0.02% of the portfolio, ranked #413.

United Capital Financial Advisors first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.11M in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • United Capital Financial Advisors held 83,311 shares of Alpha Architect US Equity 2 ETF worth $3.88M as of Q1 2026.
  • United Capital Financial Advisors left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #413 holding.
  • United Capital Financial Advisors first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Alpha Architect US Equity 2 ETF position peaked at $4.11M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.