UBS Group’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

UBS Group’s Portfolio GDVD Stock Details GDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,216	Closed	-$25.9K	–	10159
2023 Q3	$25.9K	Buy	1,216 +1,019	+517%	+$22.9K	﹤0.01%	6669
2023 Q2	$4.44K	Buy	+197	New	+$4.47K	﹤0.01%	7534
2022 Q4	–	Sell	-27	Closed	-$1K	–	11307
2022 Q3	$1K	Buy	+27	New	+$594	﹤0.01%	10100

Other funds holding GDVD

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

UBS Group's GDVD Position: Q4 2023 in Review

UBS Group sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q4 2023, closing a stake of 1,216 shares — an estimated $25.9K sold.

UBS Group first reported a position in GDVD in Q3 2022 and held it in 3 quarters. The position peaked at $25.9K in Q3 2023. 11 funds tracked by Wall St. Rank hold GDVD as of Q4 2023.

UBS Group reported no remaining Copper Place Global Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 1,216 Copper Place Global Dividend Growth ETF shares in Q4 2023, an estimated $25.9K.
UBS Group first reported a position in Copper Place Global Dividend Growth ETF in Q3 2022 and held it in 3 quarters.
UBS Group's Copper Place Global Dividend Growth ETF position peaked at $25.9K in Q3 2023.
11 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.