SQA
FBGX

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
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