SAW
USBC

Signal Advisors Wealth’s USBC Inc USBC Stock Holding History

Signal Advisors Wealth’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,486
Closed -$17.1K – 449
2024
Q4 		$17.1K Sell
2,486
-318
-11% -$2.81K ﹤0.01% 423
2024
Q3 		$32.1K Buy
2,804
+715
+34% +$9.38K ﹤0.01% 415
2024
Q2 		$34.3K Sell
2,089
-306
-13% -$7.77K 0.07% 73
2024
Q1 		$60.3K Sell
2,395
-342
-12% -$7.82K 0.02% 290
2023
Q4 		$55.7K Buy
+2,737
New +$43.1K 0.02% 224

Other funds holding USBC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Signal Advisors Wealth's USBC Position: Q1 2025 in Review

Signal Advisors Wealth sold out of USBC Inc (USBC) in Q1 2025, closing a stake of 2,486 shares — an estimated $17.1K sold.

Signal Advisors Wealth first reported a position in USBC in Q4 2023 and held it in 5 quarters. The position peaked at $60.3K in Q1 2024. 10 funds tracked by Wall St. Rank hold USBC as of Q1 2025.

  • Signal Advisors Wealth reported no remaining USBC Inc position as of Q1 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 2,486 USBC Inc shares in Q1 2025, an estimated $17.1K.
  • Signal Advisors Wealth first reported a position in USBC Inc in Q4 2023 and held it in 5 quarters.
  • Signal Advisors Wealth's USBC Inc position peaked at $60.3K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held USBC Inc as of Q1 2025.

Based on Signal Advisors Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.