UBS Group’s AOT Growth and Innovation ETF AOTG Stock Holding History

UBS Group’s Portfolio AOTG Stock Details AOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Buy	204 +48	+31%	+$2.82K	﹤0.01%	8397
2026 Q1	$7.43K	Buy	+156	New	+$8.08K	﹤0.01%	8585
2024 Q4	–	Sell	-74	Closed	-$3.06K	–	9894
2024 Q3	$3.06K	Buy	+74	New	+$2.9K	﹤0.01%	8317
2024 Q2	–	Sell	-98	Closed	-$3.77K	–	9487
2024 Q1	$3.77K	Buy	+98	New	+$3.56K	﹤0.01%	7703
2023 Q4	–	Sell	-350	Closed	-$10.2K	–	9269
2023 Q3	$10.2K	Buy	+350	New	+$10.8K	﹤0.01%	7105
2023 Q1	–	Sell	-743	Closed	-$16.2K	–	9563
2022 Q4	$16.2K	Buy	743 +486	+189%	+$11.2K	﹤0.01%	7915
2022 Q3	$6K	Buy	+257	New	+$6.85K	﹤0.01%	8996

Other funds holding AOTG

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's AOTG Position: Q2 2026 in Review

UBS Group increased its AOT Growth and Innovation ETF (AOTG) stake by 31% in Q2 2026, buying an estimated $2.82K and bringing the position to 204 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8397.

UBS Group first reported a position in AOTG in Q3 2022 and has held it in 7 quarters since. The position peaked at $16.2K in Q4 2022. 5 funds tracked by Wall St. Rank hold AOTG as of Q2 2026.

UBS Group held 204 shares of AOT Growth and Innovation ETF worth $13.3K as of Q2 2026.
UBS Group bought 48 AOT Growth and Innovation ETF shares in Q2 2026, an estimated $2.82K.
AOT Growth and Innovation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8397 holding.
UBS Group first reported a position in AOT Growth and Innovation ETF in Q3 2022 and has held it in 7 quarters since.
UBS Group's AOT Growth and Innovation ETF position peaked at $16.2K in Q4 2022.
5 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.