UBS Group
ELM

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
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

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group's ELM Position: Q2 2026 in Review

UBS Group sold out of Elm Market Navigator ETF (ELM) in Q2 2026, closing a stake of 579 shares — an estimated $15.7K sold.

UBS Group first reported a position in ELM in Q3 2025 and held it in 2 quarters. The position peaked at $15.7K in Q1 2026. 15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • UBS Group reported no remaining Elm Market Navigator ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 579 Elm Market Navigator ETF shares in Q2 2026, an estimated $15.7K.
  • UBS Group first reported a position in Elm Market Navigator ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's Elm Market Navigator ETF position peaked at $15.7K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.