UBS Group
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UBS Group’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

UBS Group’s Portfolio LDRX Stock Details LDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,053
Closed -$34.6K – 11587
2025
Q4 		$34.6K Sell
1,053
-1,638
-61% -$53.6K ﹤0.01% 7440
2025
Q3 		$86K Sell
2,691
-2,159
-45% -$66.1K ﹤0.01% 7225
2025
Q2 		$143K Buy
+4,850
New +$136K ﹤0.01% 6959

Other funds holding LDRX

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's LDRX Position: Q1 2026 in Review

UBS Group sold out of SGI Enhanced Market Leaders ETF (LDRX) in Q1 2026, closing a stake of 1,053 shares — an estimated $34.6K sold.

UBS Group first reported a position in LDRX in Q2 2025 and held it in 3 quarters. The position peaked at $143K in Q2 2025. 11 funds tracked by Wall St. Rank hold LDRX as of Q1 2026.

  • UBS Group reported no remaining SGI Enhanced Market Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,053 SGI Enhanced Market Leaders ETF shares in Q1 2026, an estimated $34.6K.
  • UBS Group first reported a position in SGI Enhanced Market Leaders ETF in Q2 2025 and held it in 3 quarters.
  • UBS Group's SGI Enhanced Market Leaders ETF position peaked at $143K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q1 2026.

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