PWAG
FBGX

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 – 489
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return