UBS Group
MBOX icon

UBS Group’s Freedom Day Dividend ETF MBOX Stock Holding History

UBS Group’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Sell
491
-1,113
-69% -$43.3K ﹤0.01% 8172
2026
Q1 		$58.5K Buy
1,604
+1,037
+183% +$38.4K ﹤0.01% 7275
2025
Q4 		$19.8K Sell
567
-259
-31% -$9.06K ﹤0.01% 7786
2025
Q3 		$29.1K Buy
+826
New +$28.4K ﹤0.01% 7914
2025
Q2 		– Sell
-153
Closed -$5.07K – 10609
2025
Q1 		$5.07K Sell
153
-114
-43% -$3.85K ﹤0.01% 9034
2024
Q4 		$8.76K Buy
267
+262
+5,240% +$8.9K ﹤0.01% 8388
2024
Q3 		$170 Buy
+5
New +$165 ﹤0.01% 9096
2024
Q1 		– Sell
-199
Closed -$5.7K – 9749
2023
Q4 		$5.7K Buy
+199
New +$5.29K ﹤0.01% 7768
2023
Q2 		– Sell
-20
Closed -$499 – 9353
2023
Q1 		$499 Sell
20
-91
-82% -$2.31K ﹤0.01% 9008
2022
Q4 		$2.81K Sell
111
-492
-82% -$12.4K ﹤0.01% 9621
2022
Q3 		$14K Buy
+603
New +$14.9K ﹤0.01% 7912
2022
Q1 		– Sell
-7
Closed – – 10632
2021
Q4 		$0 Buy
+7
New +$183 ﹤0.01% 10513
2021
Q3 		– Sell
-100
Closed -$3K – 9851
2021
Q2 		$3K Buy
+100
New +$2.52K ﹤0.01% 8818

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's MBOX Position: Q2 2026 in Review

UBS Group reduced its Freedom Day Dividend ETF (MBOX) stake by 69% in Q2 2026, selling an estimated $43.3K and leaving 491 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8172.

UBS Group first reported a position in MBOX in Q2 2021 and has held it in 13 quarters since. The position peaked at $58.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold MBOX as of Q2 2026.

  • UBS Group held 491 shares of Freedom Day Dividend ETF worth $19.7K as of Q2 2026.
  • UBS Group sold 1,113 Freedom Day Dividend ETF shares in Q2 2026, an estimated $43.3K.
  • Freedom Day Dividend ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8172 holding.
  • UBS Group first reported a position in Freedom Day Dividend ETF in Q2 2021 and has held it in 13 quarters since.
  • UBS Group's Freedom Day Dividend ETF position peaked at $58.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q2 2026.

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