UBS Group’s Optica Rare Earths & Critical Materials ETF CRIT Stock Holding History

UBS Group’s Portfolio CRIT Stock Details CRIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-255	Closed	-$4.92K	–	10592
2024 Q3	$4.92K	Sell	255 -1,933	-88%	-$33.8K	﹤0.01%	8110
2024 Q2	$40.2K	Buy	+2,188	New	+$43.1K	﹤0.01%	6860
2024 Q1	–	Sell	-180	Closed	-$3.38K	–	10178
2023 Q4	$3.38K	Buy	180 +149	+481%	+$2.61K	﹤0.01%	7982
2023 Q3	$570	Sell	31 -37	-54%	-$712	﹤0.01%	8400
2023 Q2	$1.31K	Buy	+68	New	+$1.33K	﹤0.01%	7948
2023 Q1	–	Sell	-197	Closed	-$3.91K	–	10595
2022 Q4	$3.91K	Buy	+197	New	+$3.99K	﹤0.01%	9430

Other funds holding CRIT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's CRIT Position: Q4 2024 in Review

UBS Group sold out of Optica Rare Earths & Critical Materials ETF (CRIT) in Q4 2024, closing a stake of 255 shares — an estimated $4.92K sold.

UBS Group first reported a position in CRIT in Q4 2022 and held it in 6 quarters. The position peaked at $40.2K in Q2 2024. 7 funds tracked by Wall St. Rank hold CRIT as of Q4 2024.

UBS Group reported no remaining Optica Rare Earths & Critical Materials ETF position as of Q4 2024 after selling out during the quarter.
UBS Group sold 255 Optica Rare Earths & Critical Materials ETF shares in Q4 2024, an estimated $4.92K.
UBS Group first reported a position in Optica Rare Earths & Critical Materials ETF in Q4 2022 and held it in 6 quarters.
UBS Group's Optica Rare Earths & Critical Materials ETF position peaked at $40.2K in Q2 2024.
7 funds tracked by Wall St. Rank held Optica Rare Earths & Critical Materials ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.