UBS Group’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-53
Closed -$1.35K 10499
2023
Q3
$1.35K Buy
+53
New +$1.3K ﹤0.01% 7978
2023
Q1
Sell
-1,057
Closed -$28.3K 11008
2022
Q4
$28.3K Buy
+1,057
New +$34.4K ﹤0.01% 7295
2022
Q2
Sell
-125
Closed -$3K 11304
2022
Q1
$3K Sell
125
-219
-64% -$5.17K ﹤0.01% 9533
2021
Q4
$8K Buy
+344
New +$8.38K ﹤0.01% 9085

UBS Group's RRH Position: Q4 2023 in Review

UBS Group sold out of Advocate Rising Rate Hedge ETF (RRH) in Q4 2023, closing a stake of 53 shares — an estimated $1.35K sold.

UBS Group first reported a position in RRH in Q4 2021 and held it in 4 quarters. The position peaked at $28.3K in Q4 2022. 0 funds tracked by Wall St. Rank hold RRH as of Q4 2023.

  • UBS Group reported no remaining Advocate Rising Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 53 Advocate Rising Rate Hedge ETF shares in Q4 2023, an estimated $1.35K.
  • UBS Group first reported a position in Advocate Rising Rate Hedge ETF in Q4 2021 and held it in 4 quarters.
  • UBS Group's Advocate Rising Rate Hedge ETF position peaked at $28.3K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.