UBS Group’s Eventide Small Cap ETF ESSC Stock Holding History

UBS Group’s Portfolio ESSC Stock Details ESSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.3K	Buy	+1,331	New	+$38.9K	﹤0.01%	7658

Other funds holding ESSC

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

UBS Group's ESSC Position: Q2 2026 in Review

UBS Group opened a new position in Eventide Small Cap ETF (ESSC) in Q2 2026: 1,331 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #7658 among its holdings.

14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

UBS Group held 1,331 shares of Eventide Small Cap ETF worth $42.3K as of Q2 2026.
Eventide Small Cap ETF was a new UBS Group position in Q2 2026.
Eventide Small Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7658 holding.
14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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