UBS Group’s EA Series Trust Intelligent Alpha Atlas ETF GPT Stock Holding History

UBS Group’s Portfolio GPT Stock Details GPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.3K	Sell	108 -345	-76%	-$10.7K	﹤0.01%	9112
2025 Q4	$13.6K	Sell	453 -1,076	-70%	-$32.6K	﹤0.01%	8047
2025 Q3	$45.5K	Sell	1,529 -1,041	-41%	-$29K	﹤0.01%	7634
2025 Q2	$69.2K	Sell	2,570 -4	-0.2%	-$98	﹤0.01%	7519
2025 Q1	$61.2K	Sell	2,574 -1,816	-41%	-$45.4K	﹤0.01%	7430
2024 Q4	$106K	Buy	+4,390	New	+$113K	﹤0.01%	6833

Other funds holding GPT

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

WPWM

Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group's GPT Position: Q1 2026 in Review

UBS Group reduced its EA Series Trust Intelligent Alpha Atlas ETF (GPT) stake by 76% in Q1 2026, selling an estimated $10.7K and leaving 108 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #9112.

UBS Group first reported a position in GPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q4 2024. 10 funds tracked by Wall St. Rank hold GPT as of Q1 2026.

UBS Group held 108 shares of EA Series Trust Intelligent Alpha Atlas ETF worth $3.3K as of Q1 2026.
UBS Group sold 345 EA Series Trust Intelligent Alpha Atlas ETF shares in Q1 2026, an estimated $10.7K.
EA Series Trust Intelligent Alpha Atlas ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9112 holding.
UBS Group first reported a position in EA Series Trust Intelligent Alpha Atlas ETF in Q4 2024 and has held it in 6 quarters since.
UBS Group's EA Series Trust Intelligent Alpha Atlas ETF position peaked at $106K in Q4 2024.
10 funds tracked by Wall St. Rank held EA Series Trust Intelligent Alpha Atlas ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.