UCFA
FIXT

United Capital Financial Advisors’s TCW Core Plus Bond ETF FIXT Stock Holding History

United Capital Financial Advisors’s Portfolio FIXT Stock Details FIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.65M Sell
43,602
-522
-1% -$20K 0.01% 607
2025
Q4 		$1.69M Buy
44,124
+1,291
+3% +$49.8K 0.01% 577
2025
Q3 		$1.66M Buy
42,833
+201
+0.5% +$7.69K 0.01% 512
2025
Q2 		$1.63M Buy
+42,632
New +$1.62M 0.01% 488

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors reduced its TCW Core Plus Bond ETF (FIXT) stake by 1.2% in Q1 2026, selling an estimated $20K and leaving 43,602 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #607.

United Capital Financial Advisors first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q4 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • United Capital Financial Advisors held 43,602 shares of TCW Core Plus Bond ETF worth $1.65M as of Q1 2026.
  • United Capital Financial Advisors sold 522 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $20K.
  • TCW Core Plus Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #607 holding.
  • United Capital Financial Advisors first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's TCW Core Plus Bond ETF position peaked at $1.69M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

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