UBS Group
EBI

UBS Group’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

UBS Group’s Portfolio EBI Stock Details EBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-223
Closed -$12.6K – 11531
2025
Q4 		$12.6K Sell
223
-41
-16% -$2.28K ﹤0.01% 8102
2025
Q3 		$14.5K Sell
264
-1,172
-82% -$62K ﹤0.01% 8365
2025
Q2 		$73.1K Buy
1,436
+1,231
+600% +$58.4K ﹤0.01% 7480
2025
Q1 		$9.7K Buy
+205
New +$9.83K ﹤0.01% 8677

Other funds holding EBI

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group's EBI Position: Q1 2026 in Review

UBS Group sold out of The RBB Fund Trust Longview Advantage ETF (EBI) in Q1 2026, closing a stake of 223 shares — an estimated $12.6K sold.

UBS Group first reported a position in EBI in Q1 2025 and held it in 4 quarters. The position peaked at $73.1K in Q2 2025. 17 funds tracked by Wall St. Rank hold EBI as of Q1 2026.

  • UBS Group reported no remaining The RBB Fund Trust Longview Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 223 The RBB Fund Trust Longview Advantage ETF shares in Q1 2026, an estimated $12.6K.
  • UBS Group first reported a position in The RBB Fund Trust Longview Advantage ETF in Q1 2025 and held it in 4 quarters.
  • UBS Group's The RBB Fund Trust Longview Advantage ETF position peaked at $73.1K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q1 2026.

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