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 Q1	$365K	Hold	7,665	–	–	﹤0.01%	1231
2025 Q4	$429K	Buy	+7,665	New	+$430K	﹤0.01%	1026

Other funds holding AOTG

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

United Capital Financial Advisors held its AOT Growth and Innovation ETF (AOTG) position steady in Q1 2026 at 7,665 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

United Capital Financial Advisors first reported a position in AOTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $429K in Q4 2025. 6 funds tracked by Wall St. Rank hold AOTG as of Q1 2026.

United Capital Financial Advisors held 7,665 shares of AOT Growth and Innovation ETF worth $365K as of Q1 2026.
United Capital Financial Advisors left its AOT Growth and Innovation ETF share count unchanged in Q1 2026.
AOT Growth and Innovation ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1231 holding.
United Capital Financial Advisors first reported a position in AOT Growth and Innovation ETF in Q4 2025 and has held it in 2 quarters since.
United Capital Financial Advisors's AOT Growth and Innovation ETF position peaked at $429K in Q4 2025.
6 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q1 2026.

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