GSC
FBGX

Ground Swell Capital’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Ground Swell Capital’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
-434
Closed -$209K – 99
2023
Q1 		$209K Buy
+434
New +$188K 0.35% 23

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

Ground Swell Capital's FBGX Position: Q2 2023 in Review

Ground Swell Capital sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2023, closing a stake of 434 shares — an estimated $209K sold.

Ground Swell Capital first reported a position in FBGX in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 28 funds tracked by Wall St. Rank hold FBGX as of Q2 2023.

  • Ground Swell Capital reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2023 after selling out during the quarter.
  • Ground Swell Capital sold 434 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2023, an estimated $209K.
  • Ground Swell Capital first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q1 2023 and held it in 1 quarter.
  • Ground Swell Capital's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $209K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.