UBS Group’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

UBS Group’s Portfolio GK Stock Details GK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-280	Closed	-$5.45K	–	10472
2025 Q1	$5.45K	Buy	+280	New	+$5.99K	﹤0.01%	8992
2024 Q1	–	Sell	-382	Closed	-$6.93K	–	9578
2023 Q4	$6.93K	Buy	382 +257	+206%	+$4.34K	﹤0.01%	7661
2023 Q3	$2.05K	Sell	125 -124	-50%	-$2.18K	﹤0.01%	7778
2023 Q2	$4.47K	Buy	+249	New	+$4.19K	﹤0.01%	7529
2022 Q4	–	Sell	-669	Closed	-$10K	–	10864
2022 Q3	$10K	Buy	669 +432	+182%	+$7.62K	﹤0.01%	8422
2022 Q2	$4K	Sell	237 -774	-77%	-$14.5K	﹤0.01%	9066
2022 Q1	$23K	Buy	+1,011	New	+$22.9K	﹤0.01%	7290
2021 Q4	–	Sell	-2,360	Closed	-$59K	–	10416
2021 Q3	$59K	Buy	+2,360	New	+$60.5K	﹤0.01%	6202

Other funds holding GK

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's GK Position: Q2 2025 in Review

UBS Group sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q2 2025, closing a stake of 280 shares — an estimated $5.45K sold.

UBS Group first reported a position in GK in Q3 2021 and held it in 8 quarters. The position peaked at $59K in Q3 2021. 3 funds tracked by Wall St. Rank hold GK as of Q2 2025.

UBS Group reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q2 2025 after selling out during the quarter.
UBS Group sold 280 AdvisorShares Gerber Kawasaki ETF shares in Q2 2025, an estimated $5.45K.
UBS Group first reported a position in AdvisorShares Gerber Kawasaki ETF in Q3 2021 and held it in 8 quarters.
UBS Group's AdvisorShares Gerber Kawasaki ETF position peaked at $59K in Q3 2021.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.