UBS Group’s LifeGoal Home Down Payment Investment ETF HOM Stock Holding History

UBS Group’s Portfolio HOM Stock Details HOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-265	Closed	-$2.3K	–	10272
2023 Q1	$2.3K	Buy	+265	New	+$2.28K	﹤0.01%	8534
2022 Q4	–	Sell	-201	Closed	-$2K	–	11491
2022 Q3	$2K	Sell	201 -200	-50%	-$1.73K	﹤0.01%	9857
2022 Q2	$3K	Buy	+401	New	+$3.59K	﹤0.01%	9439

UBS Group's HOM Position: Q2 2023 in Review

UBS Group sold out of LifeGoal Home Down Payment Investment ETF (HOM) in Q2 2023, closing a stake of 265 shares — an estimated $2.3K sold.

UBS Group first reported a position in HOM in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 0 funds tracked by Wall St. Rank hold HOM as of Q2 2023.

UBS Group reported no remaining LifeGoal Home Down Payment Investment ETF position as of Q2 2023 after selling out during the quarter.
UBS Group sold 265 LifeGoal Home Down Payment Investment ETF shares in Q2 2023, an estimated $2.3K.
UBS Group first reported a position in LifeGoal Home Down Payment Investment ETF in Q2 2022 and held it in 3 quarters.
UBS Group's LifeGoal Home Down Payment Investment ETF position peaked at $3K in Q2 2022.
0 funds tracked by Wall St. Rank held LifeGoal Home Down Payment Investment ETF as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.