UNITED CAPITAL FINANCIAL ADVISORS, LLC quarter change: USA Options, New
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened 4 positions, added to 1, reduced 4, sold out of 0 and left 4 unchanged. The largest increase in value was KRE (+$4,586,624); the largest decrease was QQQ (-$648,600).
- KRE: Country of operation —; Class ST STR SP REGBNK · Put; Shares 2026-03-31 0; Shares 2026-06-30 61,300.
- AVGO: Country of operation United States; Class COM · Put; Shares 2026-03-31 0; Shares 2026-06-30 2,400.
- IBM: Country of operation United States; Class COM · Put; Shares 2026-03-31 0; Shares 2026-06-30 1,500.
- ARAY: Country of operation United States; Class COM · Call; Shares 2026-03-31 0; Shares 2026-06-30 20,000.
Two Form 13F-HR filings compared (SEC CIK 1463217): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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