Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 981 | — | ETF OPPORTUNITIES TRUST | — | 324 | $4K | — | SOLD |
| 982 | — | INNOVATOR ETFS TRUST | — | 165 | $4K | — | SOLD |
| 983 | XRMI | GLOBAL X FDS | — | 226 | $4K | — | SOLD |
| 984 | GHTA | COLLABORATIVE INVESTMNT SER | — | 135 | $4K | — | SOLD |
| 985 | FGSI | FIRST TR EXCHANGE-TRADED FD | — | 200 | $4K | — | SOLD |
| 986 | MOTO | GUINNESS ATKINSON FDS | — | 75 | $4K | — | SOLD |
| 987 | — | BENTLEY SYS INC | — | 4,000 | $4K | — | SOLD |
| 988 | HAWX | ISHARES TR | — | 100 | $4K | — | SOLD |
| 989 | SIXP | AIM ETF PRODUCTS TRUST | — | 125 | $4K | — | SOLD |
| 990 | EBUF | INNOVATOR ETFS TRUST | — | 137 | $4K | — | SOLD |
| 991 | — | GIGCAPITAL7 CORP | — | 9,570 | $4K | — | SOLD |
| 992 | CPNS | CALAMOS ETF TR | — | 144 | $4K | — | SOLD |
| 993 | FLCC | FEDERATED HERMES ETF TRUST | — | 120 | $4K | — | SOLD |
| 994 | FBDC | FIRST TR EXCHNG TRADED FD VI | — | 201 | $4K | — | SOLD |
| 995 | INDH | WISDOMTREE TR | — | 92 | $4K | — | SOLD |
| 996 | — | INVESCO ACTIVELY MANAGED EXC | — | 242 | $4K | — | SOLD |
| 997 | APRW | AIM ETF PRODUCTS TRUST | — | 111 | $4K | — | SOLD |
| 998 | — | TIDAL TRUST II | — | 450 | $4K | — | SOLD |
| 999 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 191 | $4K | — | SOLD |
| 1000 | VSOL | VANECK SOLANA TR | — | 237 | $4K | — | SOLD |
Sector Allocation
Technology
27.2%
Financial Services
17.5%
Industrials
11.0%
Healthcare
9.8%
Consumer Cyclical
9.1%
Communication Services
7.5%
Energy
5.5%
Consumer Defensive
4.8%
Basic Materials
2.7%
Utilities
2.7%