Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | — | SEI EXCHANGE TRADED FUNDS | — | 799 | $26K | — | SOLD |
| 562 | — | INNOVATOR ETFS TRUST | — | 903 | $26K | — | SOLD |
| 563 | RHRX | STARBOARD INVT TR | — | 1,400 | $26K | — | SOLD |
| 564 | — | ROUNDHILL ETF TRUST | — | 949 | $26K | — | SOLD |
| 565 | DSEP | FIRST TR EXCHNG TRADED FD VI | — | 563 | $25K | — | SOLD |
| 566 | PSEP | INNOVATOR ETFS TRUST | — | 578 | $25K | — | SOLD |
| 567 | CPSF | CALAMOS ETF TR | — | 984 | $25K | — | SOLD |
| 568 | PSMD | PACER FDS TR | — | 773 | $25K | — | SOLD |
| 569 | QCML | GRANITESHARES ETF TR | — | 1,173 | $25K | — | SOLD |
| 570 | SEMI | COLUMBIA ETF TR I | — | 815 | $25K | — | SOLD |
| 571 | — | CALAMOS ETF TR | — | 968 | $25K | — | SOLD |
| 572 | — | URGENTLY INC | — | 8,462 | $25K | — | SOLD |
| 573 | QQUP | PROSHARES TR | — | 429 | $25K | — | SOLD |
| 574 | — | INNOVATOR ETFS TRUST | — | 883 | $25K | — | SOLD |
| 575 | YEAR | AB ACTIVE ETFS INC | — | 487 | $25K | — | SOLD |
| 576 | XPP | PROSHARES TR | — | 929 | $24K | — | SOLD |
| 577 | KEAT | EA SERIES TRUST | — | 791 | $24K | — | SOLD |
| 578 | EVSB | MORGAN STANLEY ETF TRUST | — | 464 | $24K | — | SOLD |
| 579 | EINC | VANECK ETF TRUST | — | 245 | $24K | — | SOLD |
| 580 | GKAT | ADVISORS SER TR | — | 575 | $24K | — | 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%