UBS Group
ENDW

UBS Group’s Cambria Endowment Style ETF ENDW Stock Holding History

UBS Group’s Portfolio ENDW Stock Details ENDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-954
Closed -$28.8K – 11514
2025
Q3 		$28.8K Buy
+954
New +$27.9K ﹤0.01% 7921

Other funds holding ENDW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

UBS Group's ENDW Position: Q4 2025 in Review

UBS Group sold out of Cambria Endowment Style ETF (ENDW) in Q4 2025, closing a stake of 954 shares — an estimated $28.8K sold.

UBS Group first reported a position in ENDW in Q3 2025 and held it in 1 quarter. The position peaked at $28.8K in Q3 2025. 11 funds tracked by Wall St. Rank hold ENDW as of Q4 2025.

  • UBS Group reported no remaining Cambria Endowment Style ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 954 Cambria Endowment Style ETF shares in Q4 2025, an estimated $28.8K.
  • UBS Group first reported a position in Cambria Endowment Style ETF in Q3 2025 and held it in 1 quarter.
  • UBS Group's Cambria Endowment Style ETF position peaked at $28.8K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Cambria Endowment Style ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.