UBS Group’s LifeGoal Conservative Wealth Builder ETF SAVN Stock Holding History

UBS Group’s Portfolio SAVN Stock Details SAVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,589	Closed	-$31.2K	–	11138
2022 Q4	$31.2K	Buy	+3,589	New	+$30.9K	﹤0.01%	7198
2022 Q3	–	Sell	-37	Closed	–	–	11386
2022 Q2	$0	Buy	+37	New	+$342	﹤0.01%	11378

Other funds holding SAVN

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's SAVN Position: Q1 2023 in Review

UBS Group sold out of LifeGoal Conservative Wealth Builder ETF (SAVN) in Q1 2023, closing a stake of 3,589 shares — an estimated $31.2K sold.

UBS Group first reported a position in SAVN in Q2 2022 and held it in 2 quarters. The position peaked at $31.2K in Q4 2022. 2 funds tracked by Wall St. Rank hold SAVN as of Q1 2023.

UBS Group reported no remaining LifeGoal Conservative Wealth Builder ETF position as of Q1 2023 after selling out during the quarter.
UBS Group sold 3,589 LifeGoal Conservative Wealth Builder ETF shares in Q1 2023, an estimated $31.2K.
UBS Group first reported a position in LifeGoal Conservative Wealth Builder ETF in Q2 2022 and held it in 2 quarters.
UBS Group's LifeGoal Conservative Wealth Builder ETF position peaked at $31.2K in Q4 2022.
2 funds tracked by Wall St. Rank held LifeGoal Conservative Wealth Builder ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.