Ownership history in United Advisor Group, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in OPUS SMALL CAP VALUE ETF (OSCV). 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 β10.5% annually on this OSCV position. Timing score: 50% (3/6 decisions correct). Average cost basis: $35.89. Maximum drawdown during holding period: β6.4%.
β Significantly underperformed the S&P 500 by 10.5% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $33.85 (2024 Q2) Β· Worst: $38.07 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.18% 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.