UBS Group’s Invesco Real Assets ESG ETF IVRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-242
| Closed | -$3.89K | – | 10831 |
|
|
2025
Q4 | $3.89K | Buy |
+242
| New | +$3.98K | ﹤0.01% | 8930 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$397 | – | 9787 |
|
|
2024
Q1 | $397 | Sell |
28
-1,725
| -98% | -$23.7K | ﹤0.01% | 8588 |
|
|
2023
Q4 | $24.8K | Buy |
1,753
+583
| +50% | +$7.53K | ﹤0.01% | 6969 |
|
|
2023
Q3 | $14.5K | Buy |
1,170
+1,115
| +2,027% | +$14.8K | ﹤0.01% | 6954 |
|
|
2023
Q2 | $740 | Sell |
55
-1,187
| -96% | -$15.8K | ﹤0.01% | 8115 |
|
|
2023
Q1 | $16.8K | Buy |
1,242
+622
| +100% | +$8.58K | ﹤0.01% | 7209 |
|
|
2022
Q4 | $8.27K | Sell |
620
-584
| -49% | -$7.7K | ﹤0.01% | 8795 |
|
|
2022
Q3 | $15K | Sell |
1,204
-874
| -42% | -$12.2K | ﹤0.01% | 7802 |
|
|
2022
Q2 | $28K | Buy |
2,078
+1,513
| +268% | +$22.5K | ﹤0.01% | 6469 |
|
|
2022
Q1 | $9K | Sell |
565
-1,670
| -75% | -$24.9K | ﹤0.01% | 8551 |
|
|
2021
Q4 | $34K | Buy |
2,235
+220
| +11% | +$3.27K | ﹤0.01% | 7263 |
|
|
2021
Q3 | $29K | Buy |
2,015
+1,986
| +6,848% | +$28.3K | ﹤0.01% | 6780 |
|
|
2021
Q2 | $0 | Sell |
29
-1,635
| -98% | -$22.9K | ﹤0.01% | 9586 |
|
|
2021
Q1 | $22K | Buy |
+1,664
| New | +$20.7K | ﹤0.01% | 7290 |
|
UBS Group's IVRA Position: Q1 2026 in Review
UBS Group sold out of Invesco Real Assets ESG ETF (IVRA) in Q1 2026, closing a stake of 242 shares — an estimated $3.89K sold.
UBS Group first reported a position in IVRA in Q1 2021 and held it in 14 quarters. The position peaked at $34K in Q4 2021. 0 funds tracked by Wall St. Rank hold IVRA as of Q1 2026.
- UBS Group reported no remaining Invesco Real Assets ESG ETF position as of Q1 2026 after selling out during the quarter.
- UBS Group sold 242 Invesco Real Assets ESG ETF shares in Q1 2026, an estimated $3.89K.
- UBS Group first reported a position in Invesco Real Assets ESG ETF in Q1 2021 and held it in 14 quarters.
- UBS Group's Invesco Real Assets ESG ETF position peaked at $34K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.