Dogwood Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Dogwood Wealth Management’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	-100	Closed	-$84.3K	–	661
2024 Q1	$84.3K	Hold	100	–	–	0.06%	116
2023 Q4	$69.5K	Buy	+100	New	+$61.4K	0.05%	120

Dogwood Wealth Management's FBGX Position: Q2 2024 in Review

Dogwood Wealth Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 100 shares — an estimated $84.3K sold.

Dogwood Wealth Management first reported a position in FBGX in Q4 2023 and held it in 2 quarters. The position peaked at $84.3K in Q1 2024. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

Dogwood Wealth Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
Dogwood Wealth Management sold 100 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $84.3K.
Dogwood Wealth Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2023 and held it in 2 quarters.
Dogwood Wealth Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $84.3K in Q1 2024.
0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.