UBS Group’s Hedgeye 130/30 Equity ETF HELS Stock Holding History

UBS Group’s Portfolio HELS Stock Details HELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24K	Buy	209 +74	+55%	+$1.77K	﹤0.01%	8948
2026 Q1	$3.19K	Buy	+135	New	+$3.38K	﹤0.01%	9126

Other funds holding HELS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

GPFA

Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

UBS Group's HELS Position: Q2 2026 in Review

UBS Group increased its Hedgeye 130/30 Equity ETF (HELS) stake by 55% in Q2 2026, buying an estimated $1.77K and bringing the position to 209 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #8948.

UBS Group first reported a position in HELS in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold HELS as of Q2 2026.

UBS Group held 209 shares of Hedgeye 130/30 Equity ETF worth $5.24K as of Q2 2026.
UBS Group bought 74 Hedgeye 130/30 Equity ETF shares in Q2 2026, an estimated $1.77K.
Hedgeye 130/30 Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8948 holding.
UBS Group first reported a position in Hedgeye 130/30 Equity ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q2 2026.

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