Polaris Wealth Advisory Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Polaris Wealth Advisory Group’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
2022 Q2	–	Sell	-323	Closed	-$221K	–	181
2022 Q1	$221K	Hold	323	–	–	0.01%	147
2021 Q4	$280K	Hold	323	–	–	0.02%	151
2021 Q3	$236K	Hold	323	–	–	0.01%	154
2021 Q2	$225K	Hold	323	–	–	0.01%	153
2021 Q1	$202K	Buy	+323	New	+$182K	0.01%	167
2018 Q4	–	Sell	-173	Closed	-$52K	–	488
2018 Q3	$52K	Buy	+173	New	+$48.9K	﹤0.01%	245
2018 Q2	–	Sell	-173	Closed	-$40K	–	442
2018 Q1	$40K	Buy	+173	New	+$42.3K	﹤0.01%	235

Other funds holding FBGX

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JIC

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

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

ISL

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

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

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

Polaris Wealth Advisory Group's FBGX Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2022, closing a stake of 323 shares — an estimated $221K sold.

Polaris Wealth Advisory Group first reported a position in FBGX in Q1 2018 and held it in 7 quarters. The position peaked at $280K in Q4 2021. 34 funds tracked by Wall St. Rank hold FBGX as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 323 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2022, an estimated $221K.
Polaris Wealth Advisory Group first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q1 2018 and held it in 7 quarters.
Polaris Wealth Advisory Group's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $280K in Q4 2021.
34 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.