UBS Group
IGTR

UBS Group’s Innovator Gradient Tactical Rotation Strategy ETF IGTR Stock Holding History

UBS Group’s Portfolio IGTR Stock Details IGTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71K Buy
131
+10
+8% +$291 ﹤0.01% 9043
2025
Q4 		$3.4K Sell
121
-9,212
-99% -$251K ﹤0.01% 9033
2025
Q3 		$247K Buy
9,333
+1,824
+24% +$45.8K ﹤0.01% 6551
2025
Q2 		$185K Buy
7,509
+2,756
+58% +$65.7K ﹤0.01% 6777
2025
Q1 		$116K Buy
4,753
+874
+23% +$21.6K ﹤0.01% 6936
2024
Q4 		$95.2K Buy
3,879
+3,561
+1,120% +$93.3K ﹤0.01% 6906
2024
Q3 		$9K Buy
+318
New +$8.84K ﹤0.01% 7809
2024
Q2 		– Sell
-156
Closed -$4.36K – 9770
2024
Q1 		$4.36K Buy
+156
New +$4.02K ﹤0.01% 7632
2023
Q3 		– Sell
-38
Closed -$862 – 9693
2023
Q2 		$862 Sell
38
-4,298
-99% -$92.7K ﹤0.01% 8077
2023
Q1 		$96.2K Buy
4,336
+2,883
+198% +$66.4K ﹤0.01% 5933
2022
Q4 		$35.5K Buy
+1,453
New +$36K ﹤0.01% 7071

Other funds holding IGTR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return