UBS Group’s Optimize Strategy Index ETF OPTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
3,439
+2,911
| +551% | +$90K | ﹤0.01% | 5928 |
|
|
2025
Q1 | $14.2K | Buy |
528
+421
| +393% | +$11.3K | ﹤0.01% | 7126 |
|
|
2024
Q4 | $3.16K | Sell |
107
-10
| -9% | -$295 | ﹤0.01% | 7677 |
|
|
2024
Q3 | $3.35K | Sell |
117
-2,467
| -95% | -$70.6K | ﹤0.01% | 7068 |
|
|
2024
Q2 | $69.3K | Buy |
+2,584
| New | +$69.3K | ﹤0.01% | 5294 |
|