CoreFirst Bank & Trust’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

CoreFirst Bank & Trust’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
2023 Q2	–	Sell	-528	Closed	-$254K	–	379
2023 Q1	$254K	Hold	528	–	–	0.19%	112
2022 Q4	$200K	Hold	528	–	–	0.15%	132
2022 Q3	$194K	Hold	528	–	–	0.17%	125
2022 Q2	$210K	Hold	528	–	–	0.17%	122
2022 Q1	$376K	Hold	528	–	–	0.26%	89
2021 Q4	$458K	Hold	528	–	–	0.3%	76
2021 Q3	$373K	Hold	528	–	–	0.26%	93
2021 Q2	$366K	Hold	528	–	–	0.25%	92
2021 Q1	$297K	Hold	528	–	–	0.2%	108
2020 Q4	$292K	Buy	+528	New	+$261K	0.22%	97

Other funds holding FBGX

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return