UBS Group’s Touchstone Climate Transition ETF HEAT Stock Holding History

UBS Group’s Portfolio HEAT Stock Details HEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-323	Closed	-$8.64K	–	9660
2023 Q2	$8.64K	Buy	+323	New	+$8.3K	﹤0.01%	7223

Other funds holding HEAT

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

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

UBS Group's HEAT Position: Q3 2023 in Review

UBS Group sold out of Touchstone Climate Transition ETF (HEAT) in Q3 2023, closing a stake of 323 shares — an estimated $8.64K sold.

UBS Group first reported a position in HEAT in Q2 2023 and held it in 1 quarter. The position peaked at $8.64K in Q2 2023. 3 funds tracked by Wall St. Rank hold HEAT as of Q3 2023.

UBS Group reported no remaining Touchstone Climate Transition ETF position as of Q3 2023 after selling out during the quarter.
UBS Group sold 323 Touchstone Climate Transition ETF shares in Q3 2023, an estimated $8.64K.
UBS Group first reported a position in Touchstone Climate Transition ETF in Q2 2023 and held it in 1 quarter.
UBS Group's Touchstone Climate Transition ETF position peaked at $8.64K in Q2 2023.
3 funds tracked by Wall St. Rank held Touchstone Climate Transition ETF as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.