UBS Group’s Corbett Road Tactical Opportunity ETF OPPX Stock Holding History

UBS Group’s Portfolio OPPX Stock Details OPPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,437	Closed	-$41K	–	11185
2021 Q4	$41K	Sell	1,437 -644	-31%	-$18.1K	﹤0.01%	7099
2021 Q3	$55K	Buy	2,081 +11	+0.5%	+$294	﹤0.01%	6268
2021 Q2	$53K	Buy	+2,070	New	+$52.6K	﹤0.01%	6388

Other funds holding OPPX

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CRCM

Corbett Road Capital Management Mclean, Virginia $58.4M AUM 5.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's OPPX Position: Q1 2022 in Review

UBS Group sold out of Corbett Road Tactical Opportunity ETF (OPPX) in Q1 2022, closing a stake of 1,437 shares — an estimated $41K sold.

UBS Group first reported a position in OPPX in Q2 2021 and held it in 3 quarters. The position peaked at $55K in Q3 2021. 3 funds tracked by Wall St. Rank hold OPPX as of Q1 2022.

UBS Group reported no remaining Corbett Road Tactical Opportunity ETF position as of Q1 2022 after selling out during the quarter.
UBS Group sold 1,437 Corbett Road Tactical Opportunity ETF shares in Q1 2022, an estimated $41K.
UBS Group first reported a position in Corbett Road Tactical Opportunity ETF in Q2 2021 and held it in 3 quarters.
UBS Group's Corbett Road Tactical Opportunity ETF position peaked at $55K in Q3 2021.
3 funds tracked by Wall St. Rank held Corbett Road Tactical Opportunity ETF as of Q1 2022.

Based on UBS Group's 13F filing for Q1 2022, filed 16 May 2022.