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	-$112K	–	529
2019 Q2	$112K	Buy	+414	New	+$108K	0.05%	264

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.03B AUM 18.56% 1-Year Est. Return

Meridian Wealth Management's FBGX Position: Q1 2024 in Review

Meridian Wealth Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q1 2024, closing a stake of 314 shares — an estimated $218K sold.

Meridian Wealth Management first reported a position in FBGX in Q2 2019 and held it in 8 quarters. The position peaked at $359K in Q4 2021. 39 funds tracked by Wall St. Rank hold FBGX as of Q1 2024.

Meridian Wealth Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 314 UBS AG FI Enhanced Large Cap Growth ETN shares in Q1 2024, an estimated $218K.
Meridian Wealth Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2019 and held it in 8 quarters.
Meridian Wealth Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $359K in Q4 2021.
39 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.