UBS Group
SGRT

UBS Group’s SMART Earnings Growth 30 ETF SGRT Stock Holding History

UBS Group’s Portfolio SGRT Stock Details SGRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5K Buy
+440
New +$15K ﹤0.01% 8271
2026
Q1 		– Sell
-1,616
Closed -$40.4K – 11690
2025
Q4 		$40.4K Sell
1,616
-2,929
-64% -$72.1K ﹤0.01% 7337
2025
Q3 		$107K Buy
+4,545
New +$98.8K ﹤0.01% 7074

Other funds holding SGRT

SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

UBS Group's SGRT Position: Q2 2026 in Review

UBS Group opened a new position in SMART Earnings Growth 30 ETF (SGRT) in Q2 2026: 440 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #8271 among its holdings. This is a return to the name: UBS Group previously reported a position in SGRT as recently as Q4 2025.

UBS Group first reported a position in SGRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $107K in Q3 2025. 15 funds tracked by Wall St. Rank hold SGRT as of Q2 2026.

  • UBS Group held 440 shares of SMART Earnings Growth 30 ETF worth $16.5K as of Q2 2026.
  • SMART Earnings Growth 30 ETF was a new UBS Group position in Q2 2026.
  • SMART Earnings Growth 30 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8271 holding.
  • UBS Group first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's SMART Earnings Growth 30 ETF position peaked at $107K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q2 2026.

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