UBS Group
BTR icon

UBS Group’s Beacon Tactical Risk ETF BTR Stock Holding History

UBS Group’s Portfolio BTR Stock Details BTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 10267

Other funds holding BTR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's BTR Position: Q1 2026 in Review

UBS Group opened a new position in Beacon Tactical Risk ETF (BTR) in Q1 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #10267 among its holdings.

7 funds tracked by Wall St. Rank hold BTR as of Q1 2026.

  • UBS Group held 1 share of Beacon Tactical Risk ETF worth $26 as of Q1 2026.
  • Beacon Tactical Risk ETF was a new UBS Group position in Q1 2026.
  • Beacon Tactical Risk ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10267 holding.
  • 7 funds tracked by Wall St. Rank held Beacon Tactical Risk ETF as of Q1 2026.

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