UBS Group
REVS icon

UBS Group’s Columbia Research Enhanced Value ETF REVS Stock Holding History

UBS Group’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
3,651
+3,352
+1,121% +$97.7K ﹤0.01% 6979
2025
Q4 		$8.46K Buy
+299
New +$8.44K ﹤0.01% 8359
2024
Q1 		– Sell
-1,340
Closed -$29K – 9900
2023
Q4 		$29K Sell
1,340
-230
-15% -$4.75K ﹤0.01% 6862
2023
Q3 		$32K Buy
1,570
+1,439
+1,098% +$30.3K ﹤0.01% 6565
2023
Q2 		$2.74K Sell
131
-995
-88% -$20K ﹤0.01% 7708
2023
Q1 		$22.3K Sell
1,126
-689
-38% -$13.8K ﹤0.01% 6998
2022
Q4 		$35.5K Buy
1,815
+392
+28% +$7.72K ﹤0.01% 7073
2022
Q3 		$25K Buy
1,423
+335
+31% +$6.57K ﹤0.01% 7102
2022
Q2 		$21K Sell
1,088
-263
-19% -$5.36K ﹤0.01% 6823
2022
Q1 		$29K Sell
1,351
-526
-28% -$11.1K ﹤0.01% 7037
2021
Q4 		$40K Buy
+1,877
New +$39.3K ﹤0.01% 7123

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

UBS Group's REVS Position: Q1 2026 in Review

UBS Group increased its Columbia Research Enhanced Value ETF (REVS) stake by 1,121% in Q1 2026, buying an estimated $97.7K and bringing the position to 3,651 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #6979.

UBS Group first reported a position in REVS in Q4 2021 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold REVS as of Q1 2026.

  • UBS Group held 3,651 shares of Columbia Research Enhanced Value ETF worth $104K as of Q1 2026.
  • UBS Group bought 3,352 Columbia Research Enhanced Value ETF shares in Q1 2026, an estimated $97.7K.
  • Columbia Research Enhanced Value ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6979 holding.
  • UBS Group first reported a position in Columbia Research Enhanced Value ETF in Q4 2021 and has held it in 11 quarters since.
  • 37 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q1 2026.

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