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Legacy Wealth Asset Management’s ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 UCIB Stock Holding History

Legacy Wealth Asset Management’s Portfolio UCIB Stock Details UCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.43M Sell
166,719
-6,129
-4% -$209K 1.19% 14
2026
Q1 		$5.7M Buy
172,848
+206
+0.1% +$6.26K 1.39% 7
2025
Q4 		$4.85M Buy
172,642
+4,285
+3% +$118K 1.19% 10
2025
Q3 		$4.57M Buy
168,357
+13,665
+9% +$366K 1.11% 11
2025
Q2 		$4.08M Buy
154,692
+17,587
+13% +$459K 1.04% 11
2025
Q1 		$3.64M Buy
137,105
+14,126
+11% +$378K 1.01% 10
2024
Q4 		$3.17M Buy
122,979
+6,140
+5% +$158K 0.86% 13
2024
Q3 		$3.03M Sell
116,839
-4,582
-4% -$115K 0.81% 15
2024
Q2 		$3.17M Sell
121,421
-12,247
-9% -$324K 0.89% 14
2024
Q1 		$3.41M Buy
133,668
+18,294
+16% +$448K 0.95% 12
2023
Q4 		$2.79M Sell
115,374
-11,981
-9% -$296K 0.91% 11
2023
Q3 		$3.23M Sell
127,355
-2,597
-2% -$64.9K 1.19% 7
2023
Q2 		$3.05M Buy
129,952
+3,855
+3% +$91.6K 1.06% 9
2023
Q1 		$3.07M Buy
126,097
+345
+0.3% +$8.42K 1.11% 7
2022
Q4 		$3.11M Buy
125,752
+6,115
+5% +$147K 1.18% 6
2022
Q3 		$2.72M Sell
119,637
-2,725
-2% -$64.5K 1.19% 7
2022
Q2 		$2.97M Buy
122,362
+4,531
+4% +$119K 1.2% 7
2022
Q1 		$3.05M Buy
117,831
+6,235
+6% +$146K 1.08% 10
2021
Q4 		$2.33M Sell
111,596
-11,591
-9% -$240K 0.79% 14
2021
Q3 		$2.47M Sell
123,187
-8,663
-7% -$169K 1.13% 10
2021
Q2 		$2.55M Sell
131,850
-36,352
-22% -$675K 1.13% 10
2021
Q1 		$2.84M Sell
168,202
-17,378
-9% -$288K 1.31% 7
2020
Q4 		$2.83M Buy
+185,580
New +$2.61M 1.42% 6

Other funds holding UCIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Wealth Asset Management's UCIB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 (UCIB) stake by 3.5% in Q2 2026, selling an estimated $209K and leaving 166,719 shares worth $5.43M. The position accounts for 1.19% of the portfolio, ranked #14.

Legacy Wealth Asset Management first reported a position in UCIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.7M in Q1 2026. 12 funds tracked by Wall St. Rank hold UCIB as of Q2 2026.

  • Legacy Wealth Asset Management held 166,719 shares of ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 worth $5.43M as of Q2 2026.
  • Legacy Wealth Asset Management sold 6,129 ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 shares in Q2 2026, an estimated $209K.
  • ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 made up 1.19% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #14 holding.
  • Legacy Wealth Asset Management first reported a position in ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 position peaked at $5.7M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.