UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FIXT — TCW Core Plus Bond ETF
CIK 1463217
IRVING, TX
Position in FIXT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,651,992
-$34,427 QoQ
Shares Held
43,602
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIXT Over Time
Shares Held
Position Value (USD)
All Filings in FIXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,651,992 | 43,602 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,686,419 | 44,124 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,656,309 | 42,833 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,628,542 | 42,632 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||