UBS Group’s Nelson Select ETF NELS Stock Holding History

UBS Group’s Portfolio NELS Stock Details NELS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.98K	Sell	243 -153	-39%	-$4.22K	﹤0.01%	8799
2026 Q1	$9.81K	Buy	396 +94	+31%	+$2.43K	﹤0.01%	8415
2025 Q4	$7.78K	Buy	+302	New	+$7.73K	﹤0.01%	8421

Other funds holding NELS

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

UBS Group's NELS Position: Q2 2026 in Review

UBS Group reduced its Nelson Select ETF (NELS) stake by 39% in Q2 2026, selling an estimated $4.22K and leaving 243 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #8799.

UBS Group first reported a position in NELS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.81K in Q1 2026. 4 funds tracked by Wall St. Rank hold NELS as of Q2 2026.

UBS Group held 243 shares of Nelson Select ETF worth $6.98K as of Q2 2026.
UBS Group sold 153 Nelson Select ETF shares in Q2 2026, an estimated $4.22K.
Nelson Select ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8799 holding.
UBS Group first reported a position in Nelson Select ETF in Q4 2025 and has held it in 3 quarters since.
UBS Group's Nelson Select ETF position peaked at $9.81K in Q1 2026.
4 funds tracked by Wall St. Rank held Nelson Select ETF as of Q2 2026.

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