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.