Truepoint Inc’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Truepoint Inc’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
2024 Q2	–	Sell	-241	Closed	-$203K	–	126
2024 Q1	$203K	Buy	+241	New	+$187K	0.01%	121
2022 Q1	–	Sell	-241	Closed	-$209K	–	149
2021 Q4	$209K	Buy	+241	New	+$197K	0.01%	130

Truepoint Inc's FBGX Position: Q2 2024 in Review

Truepoint Inc sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 241 shares — an estimated $203K sold.

Truepoint Inc first reported a position in FBGX in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

Truepoint Inc reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
Truepoint Inc sold 241 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $203K.
Truepoint Inc first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2021 and held it in 2 quarters.
Truepoint Inc's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $209K in Q4 2021.
0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Truepoint Inc's 13F filing for Q2 2024, filed 5 Aug 2024.