UBS Group’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

UBS Group’s Portfolio MVFG Stock Details MVFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-42	Closed	-$1.35K	–	11144
2026 Q1	$1.35K	Buy	42 +9	+27%	+$301	﹤0.01%	9540
2025 Q4	$1.02K	Sell	33 -67	-67%	-$2.08K	﹤0.01%	9720
2025 Q3	$3.13K	Buy	+100	New	+$2.92K	﹤0.01%	9084
2025 Q2	–	Sell	-295	Closed	-$7.43K	–	10939
2025 Q1	$7.43K	Buy	295 +294	+29,400%	+$7.65K	﹤0.01%	8826
2024 Q4	$26	Buy	+1	New	+$27	﹤0.01%	9758

Other funds holding MVFG

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's MVFG Position: Q2 2026 in Review

UBS Group sold out of Monarch Volume Factor Global Unconstrained Index ETF (MVFG) in Q2 2026, closing a stake of 42 shares — an estimated $1.35K sold.

UBS Group first reported a position in MVFG in Q4 2024 and held it in 5 quarters. The position peaked at $7.43K in Q1 2025. 7 funds tracked by Wall St. Rank hold MVFG as of Q2 2026.

UBS Group reported no remaining Monarch Volume Factor Global Unconstrained Index ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 42 Monarch Volume Factor Global Unconstrained Index ETF shares in Q2 2026, an estimated $1.35K.
UBS Group first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q4 2024 and held it in 5 quarters.
UBS Group's Monarch Volume Factor Global Unconstrained Index ETF position peaked at $7.43K in Q1 2025.
7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q2 2026.

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