Portfolio (Quarterly)
Guide ↗
UBS Group AG
· CIK 0001610520| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | NFLW | ROUNDHILL ETF TRUST | — | 464 | $13K | — | SOLD |
| 682 | — | TIDAL TRUST II | — | 660 | $13K | — | SOLD |
| 683 | SEMG | EA SERIES TRUST | — | 461 | $13K | — | SOLD |
| 684 | EBI | RBB FUND TRUST | — | 223 | $13K | — | SOLD |
| 685 | — | SCANTECH AI SYS INC | — | 5,119 | $13K | — | SOLD |
| 686 | — | AIXCRYPTO HOLDINGS INC | — | 5,373 | $13K | — | SOLD |
| 687 | SPXN | PROSHARES TR | — | 170 | $13K | — | SOLD |
| 688 | DIVG | INVESCO EXCH TRADED FD TR II | — | 384 | $13K | — | SOLD |
| 689 | — | ALLIANT ENERGY CORP | — | 12,000 | $12K | — | SOLD |
| 690 | — | INVESTMENT MANAGERS SER TR I | — | 71 | $12K | — | SOLD |
| 691 | — | EMPIRE ST RLTY OP L P | — | 1,973 | $12K | — | SOLD |
| 692 | WWJD | NORTHERN LTS FD TR IV | — | 340 | $12K | — | SOLD |
| 693 | GDXD | BANK MONTREAL MEDIUM | Financial Services | 1,459 | $12K | — | SOLD |
| 694 | MSTW | ROUNDHILL ETF TRUST | — | 1,258 | $12K | — | SOLD |
| 695 | FSGS | FIRST TR EXCHANGE TRADED FD | — | 397 | $12K | — | SOLD |
| 696 | — | PACER FDS TR | — | 504 | $12K | — | SOLD |
| 697 | RDTE | ROUNDHILL ETF TRUST | — | 410 | $12K | — | SOLD |
| 698 | TDI | TOUCHSTONE ETF TRUST | — | 311 | $12K | — | SOLD |
| 699 | BRKW | ROUNDHILL ETF TRUST | — | 268 | $12K | — | SOLD |
| 700 | — | THEMES ETF TR | — | 1,276 | $12K | — | 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%