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
Q2 		$28 Hold
1
– – ﹤0.01% 10240
2026
Q1 		$26 Buy
+1
New +$26 ﹤0.01% 10267

Other funds holding BTR

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 BTR Position: Q2 2026 in Review

UBS Group held its Beacon Tactical Risk ETF (BTR) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #10240.

UBS Group first reported a position in BTR in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BTR as of Q2 2026.

  • UBS Group held 1 share of Beacon Tactical Risk ETF worth $28 as of Q2 2026.
  • UBS Group left its Beacon Tactical Risk ETF share count unchanged in Q2 2026.
  • Beacon Tactical Risk ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10240 holding.
  • UBS Group first reported a position in Beacon Tactical Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Beacon Tactical Risk ETF as of Q2 2026.

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