UBS Group
BLUX

UBS Group’s Bluemonte Dynamic Total Market ETF BLUX Stock Holding History

UBS Group’s Portfolio BLUX Stock Details BLUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-584
Closed -$16.4K – 11626
2025
Q4 		$16.4K Sell
584
-81
-12% -$2.25K ﹤0.01% 7918
2025
Q3 		$18.4K Buy
665
+606
+1,027% +$16.3K ﹤0.01% 8209
2025
Q2 		$1.53K Buy
+59
New +$1.52K ﹤0.01% 9602

Other funds holding BLUX

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group's BLUX Position: Q1 2026 in Review

UBS Group sold out of Bluemonte Dynamic Total Market ETF (BLUX) in Q1 2026, closing a stake of 584 shares — an estimated $16.4K sold.

UBS Group first reported a position in BLUX in Q2 2025 and held it in 3 quarters. The position peaked at $18.4K in Q3 2025. 5 funds tracked by Wall St. Rank hold BLUX as of Q1 2026.

  • UBS Group reported no remaining Bluemonte Dynamic Total Market ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 584 Bluemonte Dynamic Total Market ETF shares in Q1 2026, an estimated $16.4K.
  • UBS Group first reported a position in Bluemonte Dynamic Total Market ETF in Q2 2025 and held it in 3 quarters.
  • UBS Group's Bluemonte Dynamic Total Market ETF position peaked at $18.4K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Bluemonte Dynamic Total Market ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.