UBS Group
CNAV

UBS Group’s Mohr Company Nav ETF CNAV Stock Holding History

UBS Group’s Portfolio CNAV Stock Details CNAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144 Sell
3
-249
-99% -$9.93K ﹤0.01% 10063
2026
Q1 		$7.83K Sell
252
-303
-55% -$9.84K ﹤0.01% 8547
2025
Q4 		$17.1K Buy
555
+216
+64% +$6.64K ﹤0.01% 7893
2025
Q3 		$10.3K Sell
339
-1,265
-79% -$36.1K ﹤0.01% 8554
2025
Q2 		$43.8K Buy
1,604
+717
+81% +$17.5K ﹤0.01% 7877
2025
Q1 		$20.2K Buy
887
+165
+23% +$4.36K ﹤0.01% 8234
2024
Q4 		$19.1K Buy
+722
New +$19.2K ﹤0.01% 7906

Other funds holding CNAV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

UBS Group's CNAV Position: Q2 2026 in Review

UBS Group reduced its Mohr Company Nav ETF (CNAV) stake by 99% in Q2 2026, selling an estimated $9.93K and leaving 3 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #10063.

UBS Group first reported a position in CNAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.8K in Q2 2025. 9 funds tracked by Wall St. Rank hold CNAV as of Q2 2026.

  • UBS Group held 3 shares of Mohr Company Nav ETF worth $144 as of Q2 2026.
  • UBS Group sold 249 Mohr Company Nav ETF shares in Q2 2026, an estimated $9.93K.
  • Mohr Company Nav ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10063 holding.
  • UBS Group first reported a position in Mohr Company Nav ETF in Q4 2024 and has held it in 7 quarters since.
  • UBS Group's Mohr Company Nav ETF position peaked at $43.8K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Mohr Company Nav ETF as of Q2 2026.

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