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 Q2	$9.11K	Buy	268 +137	+105%	+$4.33K	﹤0.01%	8621
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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's IGTR Position: Q2 2026 in Review

UBS Group increased its Innovator Gradient Tactical Rotation Strategy ETF (IGTR) stake by 105% in Q2 2026, buying an estimated $4.33K and bringing the position to 268 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #8621.

UBS Group first reported a position in IGTR in Q4 2022 and has held it in 12 quarters since. The position peaked at $247K in Q3 2025. 13 funds tracked by Wall St. Rank hold IGTR as of Q2 2026.

UBS Group held 268 shares of Innovator Gradient Tactical Rotation Strategy ETF worth $9.11K as of Q2 2026.
UBS Group bought 137 Innovator Gradient Tactical Rotation Strategy ETF shares in Q2 2026, an estimated $4.33K.
Innovator Gradient Tactical Rotation Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8621 holding.
UBS Group first reported a position in Innovator Gradient Tactical Rotation Strategy ETF in Q4 2022 and has held it in 12 quarters since.
UBS Group's Innovator Gradient Tactical Rotation Strategy ETF position peaked at $247K in Q3 2025.
13 funds tracked by Wall St. Rank held Innovator Gradient Tactical Rotation Strategy ETF as of Q2 2026.

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