MWM
FBGX

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

Meridian 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
Q1 		– Sell
-314
Closed -$218K – 600
2023
Q4 		$218K Buy
+314
New +$193K 0.01% 551
2022
Q2 		– Sell
-414
Closed -$295K – 583
2022
Q1 		$295K Hold
414
– – 0.03% 315
2021
Q4 		$359K Hold
414
– – 0.04% 290
2021
Q3 		$293K Hold
414
– – 0.04% 308
2021
Q2 		$287K Hold
414
– – 0.04% 308
2021
Q1 		$233K Hold
414
– – 0.03% 317
2020
Q4 		$228K Buy
+414
New +$205K 0.04% 295
2019
Q3 		– Sell
-414
Closed -$1.12K – 529
2019
Q2 		$1.12K Buy
+414
New +$108K 0.05% 264

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return