UBS Group’s Otter Creek Focus Strategy ETF OCFS Stock Holding History

UBS Group’s Portfolio OCFS Stock Details OCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,576	Closed	-$44.4K	–	11331
2025 Q3	$44.4K	Sell	1,576 -859	-35%	-$23.6K	﹤0.01%	7651
2025 Q2	$65.6K	Buy	+2,435	New	+$60K	﹤0.01%	7560

UBS Group's OCFS Position: Q4 2025 in Review

UBS Group sold out of Otter Creek Focus Strategy ETF (OCFS) in Q4 2025, closing a stake of 1,576 shares — an estimated $44.4K sold.

UBS Group first reported a position in OCFS in Q2 2025 and held it in 2 quarters. The position peaked at $65.6K in Q2 2025. 0 funds tracked by Wall St. Rank hold OCFS as of Q4 2025.

UBS Group reported no remaining Otter Creek Focus Strategy ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 1,576 Otter Creek Focus Strategy ETF shares in Q4 2025, an estimated $44.4K.
UBS Group first reported a position in Otter Creek Focus Strategy ETF in Q2 2025 and held it in 2 quarters.
UBS Group's Otter Creek Focus Strategy ETF position peaked at $65.6K in Q2 2025.
0 funds tracked by Wall St. Rank held Otter Creek Focus Strategy ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.