AWA
FBGX

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 – 771
2023
Q1 		$207K Buy
+430
New +$186K 0.02% 574
2022
Q4 		– Sell
-582
Closed -$214K – 720
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

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JIC
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Citadel Advisors
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Creative Planning
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MCM
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ISL
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Northwestern Mutual Wealth Management
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HGERS
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IGGA
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