Ownership history in United Advisor Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in STRIVE 500 ETF (STRV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 365,911 | +10,936 | +3.1% | 2.01% | $16.1M | $44.08 |
| 2025 Q3 | ADDED | 354,975 | +33,860 | +10.5% | 2.06% | $15.3M | $43.08 |
| 2025 Q2 | ADDED | 321,115 | +31,998 | +11.1% | 2.22% | $12.9M | $39.84 |
| 2025 Q1 | ADDED | 289,117 | +27,417 | +10.5% | 2.14% | $10.4M | $35.74 |
| 2024 Q4 | ADDED | 261,700 | +76,041 | +41.0% | 1.96% | $9.9M | $37.38 |
| 2024 Q3 | ADDED | 185,659 | +20,315 | +12.3% | 1.55% | $6.8M | $36.31 |
| 2024 Q2 | ADDED | 165,344 | +54,354 | +49.0% | 1.80% | $5.8M | $34.37 |
| 2024 Q1 | INITIATED | 110,990 | — | — | 1.40% | $3.7M | — |
As of 2025 Q4 — sorted by position size