UBS Group’s Rockefeller California Municipal Bond ETF RMCA Stock Holding History

UBS Group’s Portfolio RMCA Stock Details RMCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-124	Closed	-$3K	–	11376
2025 Q4	$3K	Sell	124 -3,241	-96%	-$78.9K	﹤0.01%	9148
2025 Q3	$81.5K	Buy	+3,365	New	+$79.7K	﹤0.01%	7249
2025 Q2	–	Sell	-25	Closed	-$613	–	11013
2025 Q1	$613	Buy	+25	New	+$619	﹤0.01%	9714

Other funds holding RMCA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UBS Group's RMCA Position: Q1 2026 in Review

UBS Group sold out of Rockefeller California Municipal Bond ETF (RMCA) in Q1 2026, closing a stake of 124 shares — an estimated $3K sold.

UBS Group first reported a position in RMCA in Q1 2025 and held it in 3 quarters. The position peaked at $81.5K in Q3 2025. 4 funds tracked by Wall St. Rank hold RMCA as of Q1 2026.

UBS Group reported no remaining Rockefeller California Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 124 Rockefeller California Municipal Bond ETF shares in Q1 2026, an estimated $3K.
UBS Group first reported a position in Rockefeller California Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
UBS Group's Rockefeller California Municipal Bond ETF position peaked at $81.5K in Q3 2025.
4 funds tracked by Wall St. Rank held Rockefeller California Municipal Bond ETF as of Q1 2026.

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