Avantax Advisory Services’s UBS Group UBS Stock Holding History

Avantax Advisory Services’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy
2025 Q1	$1.51M	Buy
2024 Q4	$1.44M	Buy
2024 Q3	$948K	Sell
2024 Q2	$915K	Buy
2021 Q3	–	Sell
2021 Q2	$413K	Buy