UCFA
TIME icon

United Capital Financial Advisors’s Clockwise U.S. Core Equity ETF TIME Stock Holding History

United Capital Financial Advisors’s Portfolio TIME Stock Details TIME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,551
Closed -$429K – 1101
2024
Q3 		$429K Sell
15,551
-3,718
-19% -$99K ﹤0.01% 770
2024
Q2 		$523K Buy
+19,269
New +$502K ﹤0.01% 704

Other funds holding TIME

FP
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's TIME Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Clockwise U.S. Core Equity ETF (TIME) in Q4 2024, closing a stake of 15,551 shares — an estimated $429K sold.

United Capital Financial Advisors first reported a position in TIME in Q2 2024 and held it in 2 quarters. The position peaked at $523K in Q2 2024. 8 funds tracked by Wall St. Rank hold TIME as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Clockwise U.S. Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,551 Clockwise U.S. Core Equity ETF shares in Q4 2024, an estimated $429K.
  • United Capital Financial Advisors first reported a position in Clockwise U.S. Core Equity ETF in Q2 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's Clockwise U.S. Core Equity ETF position peaked at $523K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Clockwise U.S. Core Equity ETF as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.