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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 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 $218B AUM 29.41% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Alpha Architect US Equity ETF (AAUS) stake by 0.72% in Q1 2026, selling an estimated $44.2K and leaving 110,967 shares worth $5.82M. The position accounts for 0.04% of the portfolio, ranked #334.

United Capital Financial Advisors first reported a position in AAUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.16M in Q4 2025. 29 funds tracked by Wall St. Rank hold AAUS as of Q1 2026.

  • United Capital Financial Advisors held 110,967 shares of Alpha Architect US Equity ETF worth $5.82M as of Q1 2026.
  • United Capital Financial Advisors sold 808 Alpha Architect US Equity ETF shares in Q1 2026, an estimated $44.2K.
  • Alpha Architect US Equity ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #334 holding.
  • United Capital Financial Advisors first reported a position in Alpha Architect US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Alpha Architect US Equity ETF position peaked at $6.16M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q1 2026.

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