UBS Group’s SGI Dynamic Tactical ETF DYTA Stock Holding History

UBS Group’s Portfolio DYTA Stock Details DYTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-301	Closed	-$8.44K	–	10439
2025 Q2	$8.44K	Sell	301 -48	-14%	-$1.32K	﹤0.01%	8948
2025 Q1	$9.65K	Sell	349 -753	-68%	-$21.2K	﹤0.01%	8678
2024 Q4	$30.6K	Buy	1,102 +1,074	+3,836%	+$33.5K	﹤0.01%	7588
2024 Q3	$868	Sell	28 -83	-75%	-$2.51K	﹤0.01%	8795
2024 Q2	$3.33K	Buy	+111	New	+$3.22K	﹤0.01%	8230
2023 Q4	–	Sell	-116	Closed	-$2.89K	–	9431
2023 Q3	$2.89K	Buy	+116	New	+$3K	﹤0.01%	7629

Other funds holding DYTA

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS Group's DYTA Position: Q3 2025 in Review

UBS Group sold out of SGI Dynamic Tactical ETF (DYTA) in Q3 2025, closing a stake of 301 shares — an estimated $8.44K sold.

UBS Group first reported a position in DYTA in Q3 2023 and held it in 6 quarters. The position peaked at $30.6K in Q4 2024. 4 funds tracked by Wall St. Rank hold DYTA as of Q3 2025.

UBS Group reported no remaining SGI Dynamic Tactical ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 301 SGI Dynamic Tactical ETF shares in Q3 2025, an estimated $8.44K.
UBS Group first reported a position in SGI Dynamic Tactical ETF in Q3 2023 and held it in 6 quarters.
UBS Group's SGI Dynamic Tactical ETF position peaked at $30.6K in Q4 2024.
4 funds tracked by Wall St. Rank held SGI Dynamic Tactical ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.