Arete Wealth Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Arete Wealth Advisors’s Portfolio FBGX Stock Details FBGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-321	Closed	-$223K	–	772
2023 Q4	$223K	Buy	+321	New	+$197K	0.02%	642
2023 Q2	–	Sell	-430	Closed	-$207K	–	770
2023 Q1	$207K	Buy	+430	New	+$186K	0.02%	574
2022 Q4	–	Sell	-582	Closed	-$214K	–	719
2022 Q3	$214K	Sell	582 -13,958	-96%	-$6.38M	0.02%	507
2022 Q2	$670K	Buy	+14,540	New	+$7.48M	0.07%	196

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HGERS

Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

IGGA

Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

Arete Wealth Advisors's FBGX Position: Q1 2024 in Review

Arete Wealth Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q1 2024, closing a stake of 321 shares — an estimated $223K sold.

Arete Wealth Advisors first reported a position in FBGX in Q2 2022 and held it in 4 quarters. The position peaked at $670K in Q2 2022. 39 funds tracked by Wall St. Rank hold FBGX as of Q1 2024.

Arete Wealth Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 321 UBS AG FI Enhanced Large Cap Growth ETN shares in Q1 2024, an estimated $223K.
Arete Wealth Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2022 and held it in 4 quarters.
Arete Wealth Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $670K in Q2 2022.
39 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.