UBS Group’s Alexis Practical Tactical ETF LEXI Stock Holding History

UBS Group’s Portfolio LEXI Stock Details LEXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22K	Buy	+30	New	+$1.17K	﹤0.01%	9607
2025 Q4	–	Sell	-1,164	Closed	-$40.4K	–	10896
2025 Q3	$40.4K	Hold	1,164	–	–	﹤0.01%	7713
2025 Q2	$37.6K	Sell	1,164 -1,253	-52%	-$37.8K	﹤0.01%	8014
2025 Q1	$70.8K	Buy	2,417 +2,301	+1,984%	+$69.8K	﹤0.01%	7319
2024 Q4	$3.5K	Buy	+116	New	+$3.6K	﹤0.01%	8868
2024 Q2	–	Sell	-741	Closed	-$21.2K	–	9848
2024 Q1	$21.2K	Sell	741 -71	-9%	-$1.93K	﹤0.01%	6910
2023 Q4	$21.5K	Buy	812 +512	+171%	+$12.8K	﹤0.01%	7065
2023 Q3	$7.24K	Buy	300 +200	+200%	+$4.99K	﹤0.01%	7246
2023 Q2	$2.5K	Buy	+100	New	+$2.4K	﹤0.01%	7743
2023 Q1	–	Sell	-314	Closed	-$7.21K	–	10009
2022 Q4	$7.21K	Buy	+314	New	+$7.23K	﹤0.01%	8920
2022 Q3	–	Sell	-80	Closed	-$2K	–	10655
2022 Q2	$2K	Sell	80 -20	-20%	-$480	﹤0.01%	9577
2022 Q1	$3K	Buy	+100	New	+$2.55K	﹤0.01%	9457

Other funds holding LEXI

ISWM

Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's LEXI Position: Q2 2026 in Review

UBS Group opened a new position in Alexis Practical Tactical ETF (LEXI) in Q2 2026: 30 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #9607 among its holdings. This is a return to the name: UBS Group previously reported a position in LEXI as recently as Q3 2025.

UBS Group first reported a position in LEXI in Q1 2022 and has held it in 12 quarters since. The position peaked at $70.8K in Q1 2025. 5 funds tracked by Wall St. Rank hold LEXI as of Q2 2026.

UBS Group held 30 shares of Alexis Practical Tactical ETF worth $1.22K as of Q2 2026.
Alexis Practical Tactical ETF was a new UBS Group position in Q2 2026.
Alexis Practical Tactical ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9607 holding.
UBS Group first reported a position in Alexis Practical Tactical ETF in Q1 2022 and has held it in 12 quarters since.
UBS Group's Alexis Practical Tactical ETF position peaked at $70.8K in Q1 2025.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q2 2026.

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