Simon Quick Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Simon Quick Advisors’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	-62	Closed	-$44K	–	415
2022 Q1	$44K	Hold	62	–	–	0.01%	224
2021 Q4	$54K	Hold	62	–	–	0.01%	225
2021 Q3	$43K	Hold	62	–	–	0.01%	270
2021 Q2	$42K	Hold	62	–	–	0.01%	277
2021 Q1	$34K	Hold	62	–	–	0.01%	309
2020 Q4	$34K	Hold	62	–	–	0.01%	286
2020 Q3	$28K	Hold	62	–	–	0.01%	278
2020 Q2	$22K	Hold	62	–	–	0.01%	287
2020 Q1	$14K	Hold	62	–	–	0.01%	305
2019 Q4	$21K	Sell	62 -159	-72%	-$48K	0.01%	324
2019 Q3	$61K	Hold	221	–	–	0.03%	158
2019 Q2	$60K	Hold	221	–	–	0.03%	115
2019 Q1	$55K	Hold	221	–	–	0.02%	187
2018 Q4	$42K	Buy	+221	New	+$53.1K	0.02%	201

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

Simon Quick Advisors's FBGX Position: Q2 2022 in Review

Simon Quick Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2022, closing a stake of 62 shares — an estimated $44K sold.

Simon Quick Advisors first reported a position in FBGX in Q4 2018 and held it in 14 quarters. The position peaked at $61K in Q3 2019. 34 funds tracked by Wall St. Rank hold FBGX as of Q2 2022.

Simon Quick Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 62 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2022, an estimated $44K.
Simon Quick Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2018 and held it in 14 quarters.
Simon Quick Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $61K in Q3 2019.
34 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.