UBS Group
EZRO

UBS Group’s AlphaDroid Defensive Sector Rotation ETF EZRO Stock Holding History

UBS Group’s Portfolio EZRO Stock Details EZRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.8K Sell
1,791
-1,327
-43% -$34.5K ﹤0.01% 7619
2026
Q1 		$80.1K Buy
+3,118
New +$80.4K ﹤0.01% 7105

Other funds holding EZRO

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's EZRO Position: Q2 2026 in Review

UBS Group reduced its AlphaDroid Defensive Sector Rotation ETF (EZRO) stake by 43% in Q2 2026, selling an estimated $34.5K and leaving 1,791 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7619.

UBS Group first reported a position in EZRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $80.1K in Q1 2026. 8 funds tracked by Wall St. Rank hold EZRO as of Q2 2026.

  • UBS Group held 1,791 shares of AlphaDroid Defensive Sector Rotation ETF worth $45.8K as of Q2 2026.
  • UBS Group sold 1,327 AlphaDroid Defensive Sector Rotation ETF shares in Q2 2026, an estimated $34.5K.
  • AlphaDroid Defensive Sector Rotation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7619 holding.
  • UBS Group first reported a position in AlphaDroid Defensive Sector Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's AlphaDroid Defensive Sector Rotation ETF position peaked at $80.1K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held AlphaDroid Defensive Sector Rotation ETF as of Q2 2026.

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