United Capital Financial Advisors’s AOT Growth and Innovation ETF AOTG Stock Holding History

United Capital Financial Advisors’s Portfolio AOTG Stock Details AOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Hold	7,665	–	–	﹤0.01%	1117
2026 Q1	$365K	Hold	7,665	–	–	﹤0.01%	1231
2025 Q4	$429K	Buy	+7,665	New	+$430K	﹤0.01%	1026

Other funds holding AOTG

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

United Capital Financial Advisors held its AOT Growth and Innovation ETF (AOTG) position steady in Q2 2026 at 7,665 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

United Capital Financial Advisors first reported a position in AOTG in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold AOTG as of Q2 2026.

United Capital Financial Advisors held 7,665 shares of AOT Growth and Innovation ETF worth $501K as of Q2 2026.
United Capital Financial Advisors left its AOT Growth and Innovation ETF share count unchanged in Q2 2026.
AOT Growth and Innovation ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1117 holding.
United Capital Financial Advisors first reported a position in AOT Growth and Innovation ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q2 2026.

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