UBS Group’s Coastal Compass 100 ETF ROPE Stock Holding History

UBS Group’s Portfolio ROPE Stock Details ROPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-214	Closed	-$6.03K	–	11328
2026 Q1	$6.03K	Buy	+214	New	+$6.09K	﹤0.01%	8722

Other funds holding ROPE

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return

SHF

Safe Harbor Fiduciary Pensacola, Florida $128M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's ROPE Position: Q2 2026 in Review

UBS Group sold out of Coastal Compass 100 ETF (ROPE) in Q2 2026, closing a stake of 214 shares — an estimated $6.03K sold.

UBS Group first reported a position in ROPE in Q1 2026 and held it in 1 quarter. The position peaked at $6.03K in Q1 2026. 5 funds tracked by Wall St. Rank hold ROPE as of Q2 2026.

UBS Group reported no remaining Coastal Compass 100 ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 214 Coastal Compass 100 ETF shares in Q2 2026, an estimated $6.03K.
UBS Group first reported a position in Coastal Compass 100 ETF in Q1 2026 and held it in 1 quarter.
UBS Group's Coastal Compass 100 ETF position peaked at $6.03K in Q1 2026.
5 funds tracked by Wall St. Rank held Coastal Compass 100 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.