RWB
FBGX

RMR Wealth Builders’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-94
Closed -$53K – 753
2021
Q1 		$53K Hold
94
– – 0.01% 359
2020
Q4 		$52K Buy
+94
New +$46.5K 0.03% 260

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RMR Wealth Builders's FBGX Position: Q2 2021 in Review

RMR Wealth Builders sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2021, closing a stake of 94 shares — an estimated $53K sold.

RMR Wealth Builders first reported a position in FBGX in Q4 2020 and held it in 2 quarters. The position peaked at $53K in Q1 2021. 37 funds tracked by Wall St. Rank hold FBGX as of Q2 2021.

  • RMR Wealth Builders reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 94 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2021, an estimated $53K.
  • RMR Wealth Builders first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $53K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.