UBS Group
ENDW icon

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
2026
Q3 		$37K Buy
+1,088
New +$37.7K ﹤0.01% 7894
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 $67.3B AUM 21.9% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

UBS Group's ENDW Position: Q3 2026 in Review

UBS Group opened a new position in Cambria Endowment Style ETF (ENDW) in Q3 2026: 1,088 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #7894 among its holdings. This is a return to the name: UBS Group previously reported a position in ENDW as recently as Q3 2025.

UBS Group first reported a position in ENDW in Q3 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ENDW as of Q3 2026.

  • UBS Group held 1,088 shares of Cambria Endowment Style ETF worth $37K as of Q3 2026.
  • Cambria Endowment Style ETF was a new UBS Group position in Q3 2026.
  • Cambria Endowment Style ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7894 holding.
  • UBS Group first reported a position in Cambria Endowment Style ETF in Q3 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Cambria Endowment Style ETF as of Q3 2026.

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