UBS Group’s RJ ClariVest Capital Appreciation ETF RJCA Stock Holding History

UBS Group’s Portfolio RJCA Stock Details RJCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25M	Buy	+336,858	New	+$24.5M	﹤0.01%	2424

Other funds holding RJCA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.34B AUM 20.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

UBS Group's RJCA Position: Q3 2026 in Review

UBS Group opened a new position in RJ ClariVest Capital Appreciation ETF (RJCA) in Q3 2026: 336,858 shares worth $25M. The stake represents ﹤0.01% of the portfolio and ranks #2424 among its holdings.

24 funds tracked by Wall St. Rank hold RJCA as of Q3 2026.

UBS Group held 336,858 shares of RJ ClariVest Capital Appreciation ETF worth $25M as of Q3 2026.
RJ ClariVest Capital Appreciation ETF was a new UBS Group position in Q3 2026.
RJ ClariVest Capital Appreciation ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2424 holding.
24 funds tracked by Wall St. Rank held RJ ClariVest Capital Appreciation ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.