UBS Group
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UBS Group’s Wedbush Laffer Tengler New Era Value ETF TGLR Stock Holding History

UBS Group’s Portfolio TGLR Stock Details TGLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,047
Closed -$72.7K – 11150
2025
Q3 		$72.7K Buy
2,047
+1,606
+364% +$54.3K ﹤0.01% 7314
2025
Q2 		$14.2K Buy
+441
New +$13K ﹤0.01% 8665
2025
Q1 		– Sell
-166
Closed -$4.93K – 10724
2024
Q4 		$4.93K Buy
166
+161
+3,220% +$4.87K ﹤0.01% 8714
2024
Q3 		$149 Sell
5
-707
-99% -$20K ﹤0.01% 9110
2024
Q2 		$19.6K Buy
712
+562
+375% +$15.1K ﹤0.01% 7318
2024
Q1 		$4.1K Buy
+150
New +$3.91K ﹤0.01% 7656

Other funds holding TGLR

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's TGLR Position: Q4 2025 in Review

UBS Group sold out of Wedbush Laffer Tengler New Era Value ETF (TGLR) in Q4 2025, closing a stake of 2,047 shares — an estimated $72.7K sold.

UBS Group first reported a position in TGLR in Q1 2024 and held it in 6 quarters. The position peaked at $72.7K in Q3 2025. 7 funds tracked by Wall St. Rank hold TGLR as of Q4 2025.

  • UBS Group reported no remaining Wedbush Laffer Tengler New Era Value ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 2,047 Wedbush Laffer Tengler New Era Value ETF shares in Q4 2025, an estimated $72.7K.
  • UBS Group first reported a position in Wedbush Laffer Tengler New Era Value ETF in Q1 2024 and held it in 6 quarters.
  • UBS Group's Wedbush Laffer Tengler New Era Value ETF position peaked at $72.7K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.