Avantax Advisory Services’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-349	Closed	-$294K	–	2150
2024 Q1	$294K	Hold	349	–	–	﹤0.01%	1306
2023 Q4	$243K	Buy	+349	New	+$214K	﹤0.01%	1352
2023 Q3	–	Sell	-349	Closed	-$209K	–	1634
2023 Q2	$209K	Buy	+349	New	+$180K	﹤0.01%	1382
2022 Q2	–	Sell	-349	Closed	-$248K	–	1402
2022 Q1	$248K	Hold	349	–	–	﹤0.01%	1099
2021 Q4	$303K	Buy	349 +41	+13%	+$33.6K	﹤0.01%	973
2021 Q3	$218K	Hold	308	–	–	﹤0.01%	1071
2021 Q2	$213K	Buy	+308	New	+$193K	﹤0.01%	1052

Avantax Advisory Services's FBGX Position: Q2 2024 in Review

Avantax Advisory Services sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 349 shares — an estimated $294K sold.

Avantax Advisory Services first reported a position in FBGX in Q2 2021 and held it in 7 quarters. The position peaked at $303K in Q4 2021. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

Avantax Advisory Services reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 349 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $294K.
Avantax Advisory Services first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2021 and held it in 7 quarters.
Avantax Advisory Services's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $303K in Q4 2021.
0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.