UBS Group
ELM icon

UBS Group’s Elm Market Navigator ETF ELM Stock Holding History

UBS Group’s Portfolio ELM Stock Details ELM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.6K Buy
+1,426
New +$42K ﹤0.01% 7784
2026
Q2 		– Sell
-579
Closed -$15.7K – 11367
2026
Q1 		$15.7K Buy
+579
New +$16.1K ﹤0.01% 8105
2025
Q4 		– Sell
-111
Closed -$3.03K – 11463
2025
Q3 		$3.03K Buy
+111
New +$2.94K ﹤0.01% 9094

Other funds holding ELM

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Collaborative Capital Advisors
Collaborative Capital Advisors New York $160M AUM
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

UBS Group's ELM Position: Q3 2026 in Review

UBS Group opened a new position in Elm Market Navigator ETF (ELM) in Q3 2026: 1,426 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #7784 among its holdings. This is a return to the name: UBS Group previously reported a position in ELM as recently as Q1 2026.

UBS Group first reported a position in ELM in Q3 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold ELM as of Q3 2026.

  • UBS Group held 1,426 shares of Elm Market Navigator ETF worth $41.6K as of Q3 2026.
  • Elm Market Navigator ETF was a new UBS Group position in Q3 2026.
  • Elm Market Navigator ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7784 holding.
  • UBS Group first reported a position in Elm Market Navigator ETF in Q3 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.