UBS Group
SAGP icon

UBS Group’s Strategas Global Policy Opportunities ETF SAGP Stock Holding History

UBS Group’s Portfolio SAGP Stock Details SAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-108
Closed -$3.66K – 11077
2025
Q4 		$3.66K Sell
108
-341
-76% -$11.7K ﹤0.01% 8972
2025
Q3 		$15.5K Sell
449
-369
-45% -$12.4K ﹤0.01% 8317
2025
Q2 		$27K Buy
818
+305
+59% +$9.44K ﹤0.01% 8241
2025
Q1 		$15.5K Buy
+513
New +$15.3K ﹤0.01% 8386
2024
Q4 		– Sell
-4
Closed -$120 – 10333
2024
Q3 		$120 Sell
4
-26
-87% -$745 ﹤0.01% 9140
2024
Q2 		$815 Sell
30
-160
-84% -$4.33K ﹤0.01% 8768
2024
Q1 		$5.24K Sell
190
-902
-83% -$23.8K ﹤0.01% 7557
2023
Q4 		$28.4K Buy
1,092
+908
+493% +$22K ﹤0.01% 6876
2023
Q3 		$4.34K Sell
184
-39
-17% -$969 ﹤0.01% 7448
2023
Q2 		$5.6K Buy
223
+218
+4,360% +$5.37K ﹤0.01% 7436
2023
Q1 		$122 Sell
5
-50
-91% -$1.21K ﹤0.01% 9206
2022
Q4 		$1.3K Sell
55
-21
-28% -$482 ﹤0.01% 9902
2022
Q3 		$2K Sell
76
-241
-76% -$5.54K ﹤0.01% 9770
2022
Q2 		$7K Buy
+317
New +$7.72K ﹤0.01% 8524

Other funds holding SAGP

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's SAGP Position: Q1 2026 in Review

UBS Group sold out of Strategas Global Policy Opportunities ETF (SAGP) in Q1 2026, closing a stake of 108 shares — an estimated $3.66K sold.

UBS Group first reported a position in SAGP in Q2 2022 and held it in 14 quarters. The position peaked at $28.4K in Q4 2023. 15 funds tracked by Wall St. Rank hold SAGP as of Q1 2026.

  • UBS Group reported no remaining Strategas Global Policy Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 108 Strategas Global Policy Opportunities ETF shares in Q1 2026, an estimated $3.66K.
  • UBS Group first reported a position in Strategas Global Policy Opportunities ETF in Q2 2022 and held it in 14 quarters.
  • UBS Group's Strategas Global Policy Opportunities ETF position peaked at $28.4K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Strategas Global Policy Opportunities ETF as of Q1 2026.

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