UCFA
AAUS

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

United Capital Financial Advisors’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.38M Sell
106,762
-4,205
-4% -$244K 0.04% 325
2026
Q1 		$5.82M Sell
110,967
-808
-0.7% -$44.2K 0.04% 334
2025
Q4 		$6.16M Buy
+111,775
New +$6.12M 0.04% 314

Other funds holding AAUS

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return

United Capital Financial Advisors's AAUS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Alpha Architect US Equity ETF (AAUS) stake by 3.8% in Q2 2026, selling an estimated $244K and leaving 106,762 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #325.

United Capital Financial Advisors first reported a position in AAUS in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold AAUS as of Q2 2026.

  • United Capital Financial Advisors held 106,762 shares of Alpha Architect US Equity ETF worth $6.38M as of Q2 2026.
  • United Capital Financial Advisors sold 4,205 Alpha Architect US Equity ETF shares in Q2 2026, an estimated $244K.
  • Alpha Architect US Equity ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • United Capital Financial Advisors first reported a position in Alpha Architect US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.