UBS Group’s DriveWealth Power Saver ETF EERN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-140
Closed -$3K 11712
2022
Q2
$3K Buy
140
+1
+0.7% +$21 ﹤0.01% 9480
2022
Q1
$3K Buy
139
+42
+43% +$961 ﹤0.01% 9585
2021
Q4
$2K Sell
97
-3
-3% -$73 ﹤0.01% 9922
2021
Q3
$2K Buy
+100
New +$2.5K ﹤0.01% 9093

UBS Group's EERN Position: Q3 2022 in Review

UBS Group sold out of DriveWealth Power Saver ETF (EERN) in Q3 2022, closing a stake of 140 shares — an estimated $3K sold.

UBS Group first reported a position in EERN in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 0 funds tracked by Wall St. Rank hold EERN as of Q3 2022.

  • UBS Group reported no remaining DriveWealth Power Saver ETF position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 140 DriveWealth Power Saver ETF shares in Q3 2022, an estimated $3K.
  • UBS Group first reported a position in DriveWealth Power Saver ETF in Q3 2021 and held it in 4 quarters.
  • UBS Group's DriveWealth Power Saver ETF position peaked at $3K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held DriveWealth Power Saver ETF as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.