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Ab Active Etfs shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ab Active Etfs (HYFI) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 5.5k 37.95
2025-06-30 $205k 5.5k 37.47
2025-03-31 $201k 5.4k 36.84

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ab Active Etfs

LPL Financial
Wagner Wealth Management
Bank of New York Mellon
Raymond James Financial
Alliancebernstein
Assetmark
Anderson Financial Strategies
Envestnet Asset Management
IHT Wealth Management
Wealth Enhancement Advisory Services
Advisory Resource Group
Stratos Wealth Partners
Goldman Sachs Group
Advisor Group Holdings
Fjell Capital

View all funds holding Ab Active Etfs