UBS Group
MAAX

UBS Group’s VanEck Muni Allocation ETF MAAX Stock Holding History

UBS Group’s Portfolio MAAX Stock Details MAAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,869
Closed -$38.7K – 11126
2022
Q4 		$38.7K Sell
1,869
-36
-2% -$739 ﹤0.01% 7001
2022
Q3 		$38K Buy
1,905
+14
+0.7% +$300 ﹤0.01% 6623
2022
Q2 		$41K Sell
1,891
-82
-4% -$1.77K ﹤0.01% 6081
2022
Q1 		$45K Buy
1,973
+174
+10% +$4.12K ﹤0.01% 6617
2021
Q4 		$45K Buy
1,799
+1,755
+3,989% +$43.4K ﹤0.01% 7018
2021
Q3 		$1K Sell
44
-1,490
-97% -$37.6K ﹤0.01% 9338
2021
Q2 		$39K Buy
1,534
+1,134
+284% +$28.4K ﹤0.01% 6679
2021
Q1 		$10K Sell
400
-46
-10% -$1.15K ﹤0.01% 7952
2020
Q4 		$11K Sell
446
-660
-60% -$16.2K ﹤0.01% 7443
2020
Q3 		$27K Buy
1,106
+329
+42% +$8.06K ﹤0.01% 6085
2020
Q2 		$19K Buy
777
+87
+13% +$2.04K ﹤0.01% 6603
2020
Q1 		$16K Buy
690
+593
+611% +$14.9K ﹤0.01% 6652
2019
Q4 		$2K Sell
97
-272
-74% -$6.96K ﹤0.01% 7880
2019
Q3 		$9K Buy
+369
New +$9.43K ﹤0.01% 7236

Other funds holding MAAX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group's MAAX Position: Q1 2023 in Review

UBS Group sold out of VanEck Muni Allocation ETF (MAAX) in Q1 2023, closing a stake of 1,869 shares — an estimated $38.7K sold.

UBS Group first reported a position in MAAX in Q3 2019 and held it in 14 quarters. The position peaked at $45K in Q1 2022. 3 funds tracked by Wall St. Rank hold MAAX as of Q1 2023.

  • UBS Group reported no remaining VanEck Muni Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 1,869 VanEck Muni Allocation ETF shares in Q1 2023, an estimated $38.7K.
  • UBS Group first reported a position in VanEck Muni Allocation ETF in Q3 2019 and held it in 14 quarters.
  • UBS Group's VanEck Muni Allocation ETF position peaked at $45K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held VanEck Muni Allocation ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.