UBS Group
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UBS Group’s Hull Tactical US ETF HTUS Stock Holding History

UBS Group’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-252
Closed -$10.1K – 10567
2025
Q2 		$10.1K Buy
+252
New +$9.32K ﹤0.01% 8861
2024
Q3 		– Sell
-7
Closed -$290 – 9738
2024
Q2 		$290 Sell
7
-64
-90% -$2.56K ﹤0.01% 9000
2024
Q1 		$2.84K Sell
71
-878
-93% -$33K ﹤0.01% 7819
2023
Q4 		$33.9K Buy
949
+589
+164% +$19.6K ﹤0.01% 6775
2023
Q3 		$11.4K Buy
+360
New +$11.9K ﹤0.01% 7061
2023
Q2 		– Sell
-123
Closed -$3.72K – 9212
2023
Q1 		$3.72K Sell
123
-1,878
-94% -$54.2K ﹤0.01% 8285
2022
Q4 		$55.6K Buy
2,001
+1,137
+132% +$33.1K ﹤0.01% 6670
2022
Q3 		$23K Sell
864
-100
-10% -$3K ﹤0.01% 7199
2022
Q2 		$27K Sell
964
-175
-15% -$5.25K ﹤0.01% 6507
2022
Q1 		$37K Buy
1,139
+1,090
+2,224% +$34.2K ﹤0.01% 6790
2021
Q4 		$2K Buy
+49
New +$1.69K ﹤0.01% 9799
2020
Q4 		– Sell
-1,344
Closed -$36K – 8539
2020
Q3 		$36K Hold
1,344
– – ﹤0.01% 5861
2020
Q2 		$32K Hold
1,344
– – ﹤0.01% 6224
2020
Q1 		$28K Hold
1,344
– – ﹤0.01% 6270
2019
Q4 		$36K Hold
1,344
– – ﹤0.01% 6541
2019
Q3 		$34K Hold
1,344
– – ﹤0.01% 6415
2019
Q2 		$33K Hold
1,344
– – ﹤0.01% 6256
2019
Q1 		$33K Buy
+1,344
New +$32.2K ﹤0.01% 5867

Other funds holding HTUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group's HTUS Position: Q3 2025 in Review

UBS Group sold out of Hull Tactical US ETF (HTUS) in Q3 2025, closing a stake of 252 shares — an estimated $10.1K sold.

UBS Group first reported a position in HTUS in Q1 2019 and held it in 18 quarters. The position peaked at $55.6K in Q4 2022. 29 funds tracked by Wall St. Rank hold HTUS as of Q3 2025.

  • UBS Group reported no remaining Hull Tactical US ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 252 Hull Tactical US ETF shares in Q3 2025, an estimated $10.1K.
  • UBS Group first reported a position in Hull Tactical US ETF in Q1 2019 and held it in 18 quarters.
  • UBS Group's Hull Tactical US ETF position peaked at $55.6K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.