Householder Group Estate & Retirement Specialist’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-855	Closed	-$721K	–	1372
2024 Q1	$721K	Hold	855	–	–	0.21%	97
2023 Q4	$594K	Hold	855	–	–	0.2%	101
2023 Q3	$470K	Buy	+855	New	+$510K	0.17%	110
2023 Q1	$412K	Buy	+855	New	+$370K	0.16%	124
2022 Q4	–	Sell	-855	Closed	-$314K	–	1219
2022 Q3	$314K	Hold	855	–	–	0.13%	152
2022 Q2	$340K	Hold	855	–	–	0.15%	141
2022 Q1	$609K	Hold	855	–	–	0.25%	103
2021 Q4	$742K	Buy	+855	New	+$701K	0.28%	99

Householder Group Estate & Retirement Specialist's FBGX Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 855 shares — an estimated $721K sold.

Householder Group Estate & Retirement Specialist first reported a position in FBGX in Q4 2021 and held it in 8 quarters. The position peaked at $742K in Q4 2021. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 855 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $721K.
Householder Group Estate & Retirement Specialist first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2021 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $742K in Q4 2021.
0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.