UBS Group’s Invesco Select Growth ETF IVSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-503
Closed -$4.69K 11248
2022
Q4
$4.69K Hold
503
﹤0.01% 9295
2022
Q3
$5K Sell
503
-5
-1% -$52 ﹤0.01% 9285
2022
Q2
$5K Buy
508
+393
+342% +$4.33K ﹤0.01% 8987
2022
Q1
$1K Sell
115
-12
-9% -$150 ﹤0.01% 10054
2021
Q4
$2K Buy
127
+100
+370% +$1.4K ﹤0.01% 9894
2021
Q3
$0 Sell
27
-3
-10% -$41 ﹤0.01% 10404
2021
Q2
$0 Sell
30
-370
-93% -$4.82K ﹤0.01% 10055
2021
Q1
$5K Buy
+400
New +$4.97K ﹤0.01% 8361

UBS Group's IVSG Position: Q1 2023 in Review

UBS Group sold out of Invesco Select Growth ETF (IVSG) in Q1 2023, closing a stake of 503 shares — an estimated $4.69K sold.

UBS Group first reported a position in IVSG in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q3 2022. 0 funds tracked by Wall St. Rank hold IVSG as of Q1 2023.

  • UBS Group reported no remaining Invesco Select Growth ETF position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 503 Invesco Select Growth ETF shares in Q1 2023, an estimated $4.69K.
  • UBS Group first reported a position in Invesco Select Growth ETF in Q1 2021 and held it in 8 quarters.
  • UBS Group's Invesco Select Growth ETF position peaked at $5K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Invesco Select Growth ETF as of Q1 2023.

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