United Advisor Group, LLC ETFs

United Advisor Group, LLC

$689 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSV Ishares Core S&P U.S. Value Et	$0	$382,000 0.06% of portfolio	3,831	Q3 2025 Added 0.87%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$374,000 0.05% of portfolio	8,763	Q3 2025 Added 5.88%
VO Vanguard Mid Cap ETF	$0	$370,000 0.05% of portfolio	1,262	Q3 2025 Added 33.54%
IWS Ishares Russell Midcap Value E	$0	$361,000 0.05% of portfolio	2,585	Q3 2025 Added 10.9%
BOND Pimco Active Bond Exchange Tra	$0	$357,000 0.05% of portfolio	3,834	Q3 2025 Added 1.51%
SDY Spdr Series Tr Spdr S&P Divide	$0	$354,000 0.05% of portfolio	2,534	Q3 2025 Reduced 5.34%
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$352,000 0.05% of portfolio	16,377	Q3 2025 Reduced 1.96%
SCHE Schwab Strategic Tr Us Emergin	$0	$351,000 0.05% of portfolio	10,520	Q3 2025 Added 45.02%
VMBS Vanguard Mortg Backed Sec ETF	$0	$335,000 0.05% of portfolio	7,144	Q3 2025 Added 1.09%

XLI Industrial Sector Spdr	$0	$332,000 0.05% of portfolio	2,157	Q3 2025 Added 0.84%
JMEE J P Morgan Exchange Traded Fd	$0	$327,000 0.05% of portfolio	5,157	Q3 2025 New
XLP Consumer Staples Sector Spdr	$0	$322,000 0.05% of portfolio	4,241	Q3 2025 Added 6.58%
IFRA Ishares Tr	$0	$321,000 0.05% of portfolio	6,089	Q3 2025 Added 19.77%
XLU Utilities Sector Spdr	$0	$317,000 0.05% of portfolio	3,640	Q3 2025 Reduced 16.93%
IBND Spdr Bloomberg International C	$0	$313,000 0.05% of portfolio	9,695	Q3 2025 New
OMFL Invesco Exchange Traded Self I	$0	$308,000 0.04% of portfolio	5,127	Q3 2025 Reduced 4.06%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$301,000 0.04% of portfolio	7,415	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$301,000 0.04% of portfolio	923	Q3 2025 New

AIQ Global X Funds Global X Artifi	$0	$298,000 0.04% of portfolio	6,051	Q3 2025 Reduced 2.98%
UYG Proshares Ultra Financials	$0	$298,000 0.04% of portfolio	3,005	Q3 2025 New
FTLS First Tr Long/Short Equity ETF	$0	$296,000 0.04% of portfolio	4,238	Q2 2025 Added 1.51%
IAUM I Shares Gold Trust Micro	$2.46B	$294,000 0.04% of portfolio	7,639	Q3 2025 Added 6.54%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$294,000 0.04% of portfolio	6,654	Q3 2025 Reduced 0.05%
DGRO Ishares Core Dividend Growth E	$0	$293,000 0.04% of portfolio	4,304	Q3 2025 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$292,000 0.04% of portfolio	17,218	Q3 2025 Reduced 1.58%
SPSM Spdr Portfolio S&P 600 Small C	$0	$288,000 0.04% of portfolio	6,227	Q3 2025 Added 6.34%
IXN Ishares Global Information Tec	$0	$287,000 0.04% of portfolio	2,784	Q3 2025 Reduced 3.7%
HDMV First Tr ETF Iii Horizon Manag	$0	$283,000 0.04% of portfolio	8,179	Q3 2025 Added 0.6%
RSP Invesco S&P 500 Equal Weight E	$0	$281,000 0.04% of portfolio	1,484	Q3 2025 Reduced 50.55%
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$278,000 0.04% of portfolio	7,332	Q3 2025 Reduced 0.19%
IWO Ishares Russell 2000 Gwt ETF	$0	$273,000 0.04% of portfolio	855	Q3 2025 Added 3.14%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$269,000 0.04% of portfolio	2,941	Q3 2025 Added 24.67%
VV Vanguard Large Cap ETF	$0	$268,000 0.04% of portfolio	871	Q3 2025 Reduced 7.34%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$268,000 0.04% of portfolio	3,589	Q2 2025 Added 0.5%
LCG Northern Lts Fd Tr Iv Sterling	$0	$267,000 0.04% of portfolio	8,150	Q3 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$266,000 0.04% of portfolio	4,544	Q3 2025 Added 1.91%
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$266,000 0.04% of portfolio	5,000	Q3 2025 New
IPKW Invesco ETF Tr Ii Internationa	$0	$264,000 0.04% of portfolio	5,017	Q3 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$264,000 0.04% of portfolio	3,603	Q3 2025 New
DOL Wisdomtree Tr Intl Largecap Di	$0	$262,000 0.04% of portfolio	4,210	Q3 2025 New
RWK Invesco Exchange Traded Fd Tr	$0	$253,000 0.04% of portfolio	2,024	Q3 2025 Reduced 3.94%
ITA Ishares Tr	$0	$250,000 0.04% of portfolio	1,198	Q3 2025 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$250,000 0.04% of portfolio	11,620	Q3 2025 New
FCTR First Tr Exchange Traded Fd	$0	$246,000 0.04% of portfolio	6,947	Q3 2025 Reduced 3.43%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$239,000 0.03% of portfolio	3,256	Q3 2025 Reduced 11.71%
IEUR Ishares Tr Ishares Core Msci E	$0	$239,000 0.03% of portfolio	3,523	Q3 2025 New
SKYY First Trust Cloud Computing Et	$0	$238,000 0.03% of portfolio	1,776	Q2 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$236,000 0.03% of portfolio	2,350	Q3 2025 Added 2.49%
MGV Vanguard Mega Cap Value	$0	$236,000 0.03% of portfolio	1,717	Q3 2025 Added 7.58%
IQDG Wisdomtree Tr Intl Quality Div	$0	$234,000 0.03% of portfolio	5,884	Q3 2025 Reduced 6.31%

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