UBS Group
OEI

UBS Group’s Optimized Equity Income ETF OEI Stock Holding History

UBS Group’s Portfolio OEI Stock Details OEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.53K Sell
348
-169
-33% -$4.3K ﹤0.01% 8502
2025
Q4 		$13.2K Buy
+517
New +$13.2K ﹤0.01% 8061

Other funds holding OEI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AC
Avory & Company Miami, Florida $77.3M AUM 0.7% 1-Year Est. Return

UBS Group's OEI Position: Q1 2026 in Review

UBS Group reduced its Optimized Equity Income ETF (OEI) stake by 33% in Q1 2026, selling an estimated $4.3K and leaving 348 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #8502.

UBS Group first reported a position in OEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.2K in Q4 2025. 3 funds tracked by Wall St. Rank hold OEI as of Q1 2026.

  • UBS Group held 348 shares of Optimized Equity Income ETF worth $8.53K as of Q1 2026.
  • UBS Group sold 169 Optimized Equity Income ETF shares in Q1 2026, an estimated $4.3K.
  • Optimized Equity Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8502 holding.
  • UBS Group first reported a position in Optimized Equity Income ETF in Q4 2025 and has held it in 2 quarters since.
  • UBS Group's Optimized Equity Income ETF position peaked at $13.2K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Optimized Equity Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.