Empower Advisory Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-241
Closed -$203K 525
2024
Q1
$203K Buy
+241
New +$187K ﹤0.01% 487
2023
Q3
Sell
-607
Closed -$363K 494
2023
Q2
$363K Hold
607
﹤0.01% 352
2023
Q1
$293K Buy
+607
New +$263K ﹤0.01% 388

Empower Advisory Group's FBGX Position: Q2 2024 in Review

Empower Advisory Group sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 241 shares — an estimated $203K sold.

Empower Advisory Group first reported a position in FBGX in Q1 2023 and held it in 3 quarters. The position peaked at $363K in Q2 2023. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

  • Empower Advisory Group reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 241 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $203K.
  • Empower Advisory Group first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $363K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.