UBS Group
SGRT icon

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
Q3 		$17.9K Buy
524
+84
+19% +$2.75K ﹤0.01% 8589
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

SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

UBS Group's SGRT Position: Q3 2026 in Review

UBS Group increased its SMART Earnings Growth 30 ETF (SGRT) stake by 19% in Q3 2026, buying an estimated $2.75K and bringing the position to 524 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8589.

UBS Group first reported a position in SGRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $107K in Q3 2025. 10 funds tracked by Wall St. Rank hold SGRT as of Q3 2026.

  • UBS Group held 524 shares of SMART Earnings Growth 30 ETF worth $17.9K as of Q3 2026.
  • UBS Group bought 84 SMART Earnings Growth 30 ETF shares in Q3 2026, an estimated $2.75K.
  • SMART Earnings Growth 30 ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8589 holding.
  • UBS Group first reported a position in SMART Earnings Growth 30 ETF in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's SMART Earnings Growth 30 ETF position peaked at $107K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held SMART Earnings Growth 30 ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.