UBS Group’s GMO Systematic Investment Grade Credit ETF INVG Stock Holding History

UBS Group’s Portfolio INVG Stock Details INVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76	Buy	+3	New	+$76	﹤0.01%	10141
2025 Q3	–	Sell	-800	Closed	-$20.4K	–	11331
2025 Q2	$20.4K	Buy	+800	New	+$20.2K	﹤0.01%	8419

Other funds holding INVG

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group's INVG Position: Q2 2026 in Review

UBS Group opened a new position in GMO Systematic Investment Grade Credit ETF (INVG) in Q2 2026: 3 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #10141 among its holdings. This is a return to the name: UBS Group previously reported a position in INVG as recently as Q2 2025.

UBS Group first reported a position in INVG in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.4K in Q2 2025. 6 funds tracked by Wall St. Rank hold INVG as of Q2 2026.

UBS Group held 3 shares of GMO Systematic Investment Grade Credit ETF worth $76 as of Q2 2026.
GMO Systematic Investment Grade Credit ETF was a new UBS Group position in Q2 2026.
GMO Systematic Investment Grade Credit ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10141 holding.
UBS Group first reported a position in GMO Systematic Investment Grade Credit ETF in Q2 2025 and has held it in 2 quarters since.
UBS Group's GMO Systematic Investment Grade Credit ETF position peaked at $20.4K in Q2 2025.
6 funds tracked by Wall St. Rank held GMO Systematic Investment Grade Credit ETF as of Q2 2026.

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