UBS Group’s Invesco Focused Discovery Growth ETF IVDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
– Sell
-752
Closed -$7.42K – 11243
2022
Q4
$7.42K Hold
752
– – ﹤0.01% 8896
2022
Q3
$7K Buy
752
+12
+2% +$123 ﹤0.01% 8956
2022
Q2
$7K Hold
740
– – ﹤0.01% 8591
2022
Q1
$9K Buy
740
+91
+14% +$1.06K ﹤0.01% 8608
2021
Q4
$9K Buy
649
+1
+0.2% +$14 ﹤0.01% 8972
2021
Q3
$8K Sell
648
-24
-4% -$321 ﹤0.01% 8257
2021
Q2
$8K Buy
672
+306
+84% +$3.75K ﹤0.01% 8278
2021
Q1
$4K Buy
+366
New +$4.48K ﹤0.01% 8455

UBS Group's IVDG Position: Q1 2023 in Review

UBS Group sold out of Invesco Focused Discovery Growth ETF (IVDG) in Q1 2023, closing a stake of 752 shares — an estimated $7.42K sold.

UBS Group first reported a position in IVDG in Q1 2021 and held it in 8 quarters. The position peaked at $9K in Q1 2022. 0 funds tracked by Wall St. Rank hold IVDG as of Q1 2023.

  • UBS Group reported no remaining Invesco Focused Discovery Growth ETF position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 752 Invesco Focused Discovery Growth ETF shares in Q1 2023, an estimated $7.42K.
  • UBS Group first reported a position in Invesco Focused Discovery Growth ETF in Q1 2021 and held it in 8 quarters.
  • UBS Group's Invesco Focused Discovery Growth ETF position peaked at $9K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Invesco Focused Discovery Growth ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.