UBS Group’s Constrained Capital ESG Orphans ETF ORFN Stock Holding History

UBS Group’s Portfolio ORFN Stock Details ORFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-90	Closed	-$1.81K	–	10229
2023 Q1	$1.81K	Buy	+90	New	+$1.82K	﹤0.01%	8640

Other funds holding ORFN

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

UBS Group's ORFN Position: Q2 2023 in Review

UBS Group sold out of Constrained Capital ESG Orphans ETF (ORFN) in Q2 2023, closing a stake of 90 shares — an estimated $1.81K sold.

UBS Group first reported a position in ORFN in Q1 2023 and held it in 1 quarter. The position peaked at $1.81K in Q1 2023. 1 fund tracked by Wall St. Rank holds ORFN as of Q2 2023.

UBS Group reported no remaining Constrained Capital ESG Orphans ETF position as of Q2 2023 after selling out during the quarter.
UBS Group sold 90 Constrained Capital ESG Orphans ETF shares in Q2 2023, an estimated $1.81K.
UBS Group first reported a position in Constrained Capital ESG Orphans ETF in Q1 2023 and held it in 1 quarter.
UBS Group's Constrained Capital ESG Orphans ETF position peaked at $1.81K in Q1 2023.
1 fund tracked by Wall St. Rank held Constrained Capital ESG Orphans ETF as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.