UBS Group
LVDS

UBS Group’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

UBS Group’s Portfolio LVDS Stock Details LVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-87
Closed -$4.32K – 11655
2025
Q4 		$4.32K Sell
87
-300
-78% -$15.5K ﹤0.01% 8852
2025
Q3 		$20K Buy
+387
New +$19.6K ﹤0.01% 8153

Other funds holding LVDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's LVDS Position: Q1 2026 in Review

UBS Group sold out of JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q1 2026, closing a stake of 87 shares — an estimated $4.32K sold.

UBS Group first reported a position in LVDS in Q3 2025 and held it in 2 quarters. The position peaked at $20K in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

  • UBS Group reported no remaining JPMorgan Fundamental Data Science Large Value ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 87 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $4.32K.
  • UBS Group first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's JPMorgan Fundamental Data Science Large Value ETF position peaked at $20K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

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