UBS Group
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UBS Group’s Beacon Unified Catalyst ETF BSR Stock Holding History

UBS Group’s Portfolio BSR Stock Details BSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-125
Closed -$3.7K – 10475
2026
Q1 		$3.7K Hold
125
– – ﹤0.01% 9045
2025
Q4 		$3.66K Hold
125
– – ﹤0.01% 8971
2025
Q3 		$3.72K Hold
125
– – ﹤0.01% 9021
2025
Q2 		$3.56K Hold
125
– – ﹤0.01% 9337
2025
Q1 		$3.58K Sell
125
-127
-50% -$3.71K ﹤0.01% 9201
2024
Q4 		$7.28K Buy
252
+225
+833% +$6.73K ﹤0.01% 8488
2024
Q3 		$801 Buy
+27
New +$768 ﹤0.01% 8816

Other funds holding BSR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's BSR Position: Q2 2026 in Review

UBS Group sold out of Beacon Unified Catalyst ETF (BSR) in Q2 2026, closing a stake of 125 shares — an estimated $3.7K sold.

UBS Group first reported a position in BSR in Q3 2024 and held it in 7 quarters. The position peaked at $7.28K in Q4 2024. 4 funds tracked by Wall St. Rank hold BSR as of Q2 2026.

  • UBS Group reported no remaining Beacon Unified Catalyst ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 125 Beacon Unified Catalyst ETF shares in Q2 2026, an estimated $3.7K.
  • UBS Group first reported a position in Beacon Unified Catalyst ETF in Q3 2024 and held it in 7 quarters.
  • UBS Group's Beacon Unified Catalyst ETF position peaked at $7.28K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Beacon Unified Catalyst ETF as of Q2 2026.

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