Ownership history in United Advisor Group, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in ETF SER SOLUTIONS (MSMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π United Advisor Group, LLC underperformed the S&P 500 by β0.9% annually on this MSMR position. Timing score: 75% (3/4 decisions correct). Average cost basis: $30.86. Maximum drawdown during holding period: β1.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $29.33 (2025 Q1) Β· Worst: $34.83 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π United Advisor Group, LLC has been actively increasing its MSMR allocation β a bullish signal from insiders.
Currently 0.94% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.