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 Q1	$3.19K	Buy	+135	New	+$3.38K	﹤0.01%	9126

Other funds holding HELS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FFA

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

UBS Group's HELS Position: Q1 2026 in Review

UBS Group opened a new position in Hedgeye 130/30 Equity ETF (HELS) in Q1 2026: 135 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #9126 among its holdings.

11 funds tracked by Wall St. Rank hold HELS as of Q1 2026.

UBS Group held 135 shares of Hedgeye 130/30 Equity ETF worth $3.19K as of Q1 2026.
Hedgeye 130/30 Equity ETF was a new UBS Group position in Q1 2026.
Hedgeye 130/30 Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9126 holding.
11 funds tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q1 2026.

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