UBS Group
LCLG icon

UBS Group’s Logan Capital Broad Innovative Growth ETF LCLG Stock Holding History

UBS Group’s Portfolio LCLG Stock Details LCLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-113
Closed -$7.1K – 10870
2025
Q4 		$7.1K Sell
113
-172
-60% -$10.8K ﹤0.01% 8475
2025
Q3 		$17.9K Sell
285
-564
-66% -$33.4K ﹤0.01% 8229
2025
Q2 		$47.5K Buy
849
+17
+2% +$862 ﹤0.01% 7816
2025
Q1 		$39.7K Buy
+832
New +$44K ﹤0.01% 7755
2024
Q4 		– Sell
-11
Closed -$538 – 10198
2024
Q3 		$538 Buy
+11
New +$513 ﹤0.01% 8904
2024
Q2 		– Sell
-84
Closed -$3.87K – 9845
2024
Q1 		$3.87K Buy
84
+83
+8,300% +$3.53K ﹤0.01% 7687
2023
Q4 		$40 Buy
+1
New +$37 ﹤0.01% 9014

Other funds holding LCLG

TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

UBS Group's LCLG Position: Q1 2026 in Review

UBS Group sold out of Logan Capital Broad Innovative Growth ETF (LCLG) in Q1 2026, closing a stake of 113 shares — an estimated $7.1K sold.

UBS Group first reported a position in LCLG in Q4 2023 and held it in 7 quarters. The position peaked at $47.5K in Q2 2025. 3 funds tracked by Wall St. Rank hold LCLG as of Q1 2026.

  • UBS Group reported no remaining Logan Capital Broad Innovative Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 113 Logan Capital Broad Innovative Growth ETF shares in Q1 2026, an estimated $7.1K.
  • UBS Group first reported a position in Logan Capital Broad Innovative Growth ETF in Q4 2023 and held it in 7 quarters.
  • UBS Group's Logan Capital Broad Innovative Growth ETF position peaked at $47.5K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Logan Capital Broad Innovative Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.