UBS Group
LFEQ icon

UBS Group’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

UBS Group’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48
Closed -$2.6K – 10872
2025
Q4 		$2.6K Buy
+48
New +$2.59K ﹤0.01% 9274
2025
Q2 		– Sell
-197
Closed -$9.32K – 10588
2025
Q1 		$9.32K Buy
+197
New +$9.78K ﹤0.01% 8694
2024
Q4 		– Sell
-86
Closed -$4.18K – 10203
2024
Q3 		$4.18K Buy
+86
New +$4.03K ﹤0.01% 8172
2023
Q4 		– Sell
-92
Closed -$3.46K – 9637
2023
Q3 		$3.46K Buy
+92
New +$3.59K ﹤0.01% 7555
2023
Q1 		– Sell
-829
Closed -$28.2K – 10010
2022
Q4 		$28.2K Buy
829
+165
+25% +$5.67K ﹤0.01% 7301
2022
Q3 		$22K Buy
664
+558
+526% +$20.1K ﹤0.01% 7259
2022
Q2 		$4K Sell
106
-1,432
-93% -$55.1K ﹤0.01% 9083
2022
Q1 		$65K Sell
1,538
-158
-9% -$6.54K ﹤0.01% 6239
2021
Q4 		$75K Sell
1,696
-1,224
-42% -$52.3K ﹤0.01% 6552
2021
Q3 		$117K Sell
2,920
-298
-9% -$12.2K ﹤0.01% 5721
2021
Q2 		$128K Sell
3,218
-3,329
-51% -$129K ﹤0.01% 5693
2021
Q1 		$241K Sell
6,547
-978
-13% -$34.9K ﹤0.01% 5348
2020
Q4 		$261K Buy
7,525
+1,799
+31% +$60.1K ﹤0.01% 5069
2020
Q3 		$181K Sell
5,726
-710
-11% -$22.1K ﹤0.01% 4847
2020
Q2 		$187K Buy
6,436
+2,109
+49% +$57.8K ﹤0.01% 4847
2020
Q1 		$104K Buy
4,327
+266
+7% +$7.57K ﹤0.01% 5257
2019
Q4 		$122K Buy
4,061
+3,215
+380% +$93.3K ﹤0.01% 5898
2019
Q3 		$24K Buy
+846
New +$23.5K ﹤0.01% 6632
2019
Q1 		– Sell
-385
Closed -$9K – 7956
2018
Q4 		$9K Buy
+385
New +$10.1K ﹤0.01% 7285

Other funds holding LFEQ

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

UBS Group's LFEQ Position: Q1 2026 in Review

UBS Group sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q1 2026, closing a stake of 48 shares — an estimated $2.6K sold.

UBS Group first reported a position in LFEQ in Q4 2018 and held it in 19 quarters. The position peaked at $261K in Q4 2020. 13 funds tracked by Wall St. Rank hold LFEQ as of Q1 2026.

  • UBS Group reported no remaining VanEck Long/Flat Trend ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 48 VanEck Long/Flat Trend ETF shares in Q1 2026, an estimated $2.6K.
  • UBS Group first reported a position in VanEck Long/Flat Trend ETF in Q4 2018 and held it in 19 quarters.
  • UBS Group's VanEck Long/Flat Trend ETF position peaked at $261K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q1 2026.

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