Institutional shares held 4.35 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in UAUG

Top Purchases

Q3 2025
Brookstone Capital Management Shares Held: 1.65M ($65M)
Q3 2025
Raymond James Financial Inc Shares Held: 286K ($11.3M)
Q3 2025
Spire Wealth Management Shares Held: 58.5K ($2.31M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 163K ($6.43M)
Q3 2025
Clearstead Advisors, LLC Shares Held: 35.4K ($1.4M)

Top Sells

Q3 2025
Old Mission Capital LLC Shares Held: 22.4K ($884K)
Q3 2025
Berger Financial Group, Inc Shares Held: 58.1K ($2.29M)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 126K ($4.97M)
Q3 2025
Kingsview Wealth Management, LLC Shares Held: 6.4K ($252K)
Q3 2025
Cra Financial Services, LLC Shares Held: 18.6K ($731K)

About UAUG

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