UBS Group
HELX icon

UBS Group’s Franklin Genomic Advancements ETF HELX Stock Holding History

UBS Group’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-89
Closed -$2.94K – 10681
2026
Q1 		$2.94K Buy
89
+45
+102% +$1.57K ﹤0.01% 9174
2025
Q4 		$1.6K Buy
+44
New +$1.55K ﹤0.01% 9529
2025
Q3 		– Sell
-863
Closed -$23.9K – 10551
2025
Q2 		$23.9K Sell
863
-1,798
-68% -$47.6K ﹤0.01% 8320
2025
Q1 		$71.9K Buy
2,661
+544
+26% +$16K ﹤0.01% 7309
2024
Q4 		$61.1K Buy
2,117
+1,668
+371% +$51.2K ﹤0.01% 7176
2024
Q3 		$14.6K Buy
449
+407
+969% +$13.3K ﹤0.01% 7542
2024
Q2 		$1.33K Buy
+42
New +$1.32K ﹤0.01% 8593
2024
Q1 		– Sell
-1,628
Closed -$49.6K – 9609
2023
Q4 		$49.6K Buy
1,628
+1,588
+3,970% +$44.1K ﹤0.01% 6540
2023
Q3 		$1.13K Buy
+40
New +$1.21K ﹤0.01% 8083
2023
Q1 		– Sell
-603
Closed -$18.2K – 9902
2022
Q4 		$18.2K Sell
603
-857
-59% -$26.3K ﹤0.01% 7762
2022
Q3 		$43K Buy
1,460
+214
+17% +$7.1K ﹤0.01% 6497
2022
Q2 		$40K Sell
1,246
-749
-38% -$24.7K ﹤0.01% 6094
2022
Q1 		$74K Buy
1,995
+707
+55% +$26.9K ﹤0.01% 6120
2021
Q4 		$62K Buy
+1,288
New +$64.2K ﹤0.01% 6722
2020
Q2 		– Sell
-3
Closed – – 8107
2020
Q1 		$0 Buy
+3
New +$68 ﹤0.01% 8131

Other funds holding HELX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's HELX Position: Q2 2026 in Review

UBS Group sold out of Franklin Genomic Advancements ETF (HELX) in Q2 2026, closing a stake of 89 shares — an estimated $2.94K sold.

UBS Group first reported a position in HELX in Q1 2020 and held it in 15 quarters. The position peaked at $74K in Q1 2022. 6 funds tracked by Wall St. Rank hold HELX as of Q2 2026.

  • UBS Group reported no remaining Franklin Genomic Advancements ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 89 Franklin Genomic Advancements ETF shares in Q2 2026, an estimated $2.94K.
  • UBS Group first reported a position in Franklin Genomic Advancements ETF in Q1 2020 and held it in 15 quarters.
  • UBS Group's Franklin Genomic Advancements ETF position peaked at $74K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q2 2026.

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