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
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

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

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

UBS Group's LEXI Position: Q4 2025 in Review

UBS Group sold out of Alexis Practical Tactical ETF (LEXI) in Q4 2025, closing a stake of 1,164 shares — an estimated $40.4K sold.

UBS Group first reported a position in LEXI in Q1 2022 and held it in 11 quarters. The position peaked at $70.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold LEXI as of Q4 2025.

UBS Group reported no remaining Alexis Practical Tactical ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 1,164 Alexis Practical Tactical ETF shares in Q4 2025, an estimated $40.4K.
UBS Group first reported a position in Alexis Practical Tactical ETF in Q1 2022 and held it in 11 quarters.
UBS Group's Alexis Practical Tactical ETF position peaked at $70.8K in Q1 2025.
3 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.