UBS Group’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

UBS Group’s Portfolio LEGR Stock Details LEGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.7K	Sell	151 -607	-80%	-$38.6K	﹤0.01%	8589
2026 Q1	$43.8K	Buy	+758	New	+$45.7K	﹤0.01%	7456
2025 Q2	–	Sell	-592	Closed	-$28.9K	–	10587
2025 Q1	$28.9K	Buy	592 +493	+498%	+$24K	﹤0.01%	7972
2024 Q4	$4.59K	Buy	+99	New	+$4.66K	﹤0.01%	8743
2024 Q3	–	Sell	-1,822	Closed	-$79.1K	–	9819
2024 Q2	$79.1K	Buy	1,822 +1,559	+593%	+$67.2K	﹤0.01%	6344
2024 Q1	$11.3K	Sell	263 -1,650	-86%	-$68.3K	﹤0.01%	7186
2023 Q4	$78.3K	Buy	1,913 +232	+14%	+$8.8K	﹤0.01%	6321
2023 Q3	$62K	Sell	1,681 -852	-34%	-$32.6K	﹤0.01%	6161
2023 Q2	$97.4K	Buy	2,533 +2,221	+712%	+$83.4K	﹤0.01%	6033
2023 Q1	$11.7K	Sell	312 -3,737	-92%	-$138K	﹤0.01%	7485
2022 Q4	$139K	Sell	4,049 -1,043	-20%	-$34.7K	﹤0.01%	5784
2022 Q3	$154K	Buy	5,092 +3,911	+331%	+$133K	﹤0.01%	5332
2022 Q2	$40K	Buy	1,181 +1,169	+9,742%	+$43K	﹤0.01%	6095
2022 Q1	$0	Sell	12 -286	-96%	-$12K	﹤0.01%	10607
2021 Q4	$13K	Sell	298 -235	-44%	-$10.2K	﹤0.01%	8458
2021 Q3	$22K	Buy	+533	New	+$22.8K	﹤0.01%	7063
2020 Q4	–	Sell	-1,212	Closed	-$38K	–	8575
2020 Q3	$38K	Buy	+1,212	New	+$38.2K	﹤0.01%	5839
2020 Q2	–	Sell	-942	Closed	-$23K	–	8168
2020 Q1	$23K	Sell	942 -1,167	-55%	-$35.2K	﹤0.01%	6403
2019 Q4	$67K	Buy	2,109 +175	+9%	+$5.34K	﹤0.01%	6201
2019 Q3	$57K	Sell	1,934 -357	-16%	-$10.6K	﹤0.01%	6124
2019 Q2	$69K	Sell	2,291 -758	-25%	-$22.5K	﹤0.01%	5650
2019 Q1	$89K	Buy	3,049 +968	+47%	+$27.1K	﹤0.01%	5151
2018 Q4	$53K	Buy	2,081 +1,591	+325%	+$43.6K	﹤0.01%	6039
2018 Q3	$15K	Buy	+490	New	+$14.6K	﹤0.01%	6965
2018 Q2	–	Sell	-189	Closed	-$5K	–	8128
2018 Q1	$5K	Buy	+189	New	+$5.55K	﹤0.01%	7234

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

UBS Group's LEGR Position: Q2 2026 in Review

UBS Group reduced its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 80% in Q2 2026, selling an estimated $38.6K and leaving 151 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8589.

UBS Group first reported a position in LEGR in Q1 2018 and has held it in 25 quarters since. The position peaked at $154K in Q3 2022. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

UBS Group held 151 shares of First Trust Indxx Innovative Transaction & Process ETF worth $9.7K as of Q2 2026.
UBS Group sold 607 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $38.6K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8589 holding.
UBS Group first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2018 and has held it in 25 quarters since.
UBS Group's First Trust Indxx Innovative Transaction & Process ETF position peaked at $154K in Q3 2022.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.