UBS Group’s Bitwise MSTR Option Income Strategy ETF IMST Stock Holding History

UBS Group’s Portfolio IMST Stock Details IMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-170	Closed	-$5.65K	–	11511
2025 Q3	$5.65K	Sell	170 -1,724	-91%	-$76K	﹤0.01%	8843
2025 Q2	$98.5K	Buy	+1,894	New	+$101K	﹤0.01%	7253

Other funds holding IMST

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's IMST Position: Q4 2025 in Review

UBS Group sold out of Bitwise MSTR Option Income Strategy ETF (IMST) in Q4 2025, closing a stake of 170 shares — an estimated $5.65K sold.

UBS Group first reported a position in IMST in Q2 2025 and held it in 2 quarters. The position peaked at $98.5K in Q2 2025. 5 funds tracked by Wall St. Rank hold IMST as of Q4 2025.

UBS Group reported no remaining Bitwise MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 170 Bitwise MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $5.65K.
UBS Group first reported a position in Bitwise MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
UBS Group's Bitwise MSTR Option Income Strategy ETF position peaked at $98.5K in Q2 2025.
5 funds tracked by Wall St. Rank held Bitwise MSTR Option Income Strategy ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.