UCFA
QLTA icon

United Capital Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

United Capital Financial Advisors’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.68M Buy
77,477
+23,447
+43% +$1.13M 0.02% 425
2025
Q4 		$2.6M Buy
54,030
+1,223
+2% +$59.2K 0.02% 477
2025
Q3 		$2.56M Buy
+52,807
New +$2.53M 0.02% 416
2018
Q4 		– Sell
-6,866
Closed -$346K – 1354
2018
Q3 		$346K Sell
6,866
-22,223
-76% -$1.12M ﹤0.01% 1059
2018
Q2 		$1.47M Sell
29,089
-7,554
-21% -$382K 0.01% 664
2018
Q1 		$1.87M Sell
36,643
-252,242
-87% -$13M 0.01% 608
2017
Q4 		$15.3M Buy
288,885
+93,597
+48% +$4.93M 0.12% 206
2017
Q3 		$10.3M Buy
+195,288
New +$10.3M 0.09% 274
2017
Q2 		– Sell
-31,043
Closed -$1.6M – 1300
2017
Q1 		$1.6M Buy
+31,043
New +$1.6M 0.01% 618

Other funds holding QLTA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $234M AUM 18.05% 1-Year Est. Return