UBS Group
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UBS Group’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

UBS Group’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-240
Closed -$3.71K – 11195
2025
Q4 		$3.71K Buy
+240
New +$3.7K ﹤0.01% 8966
2025
Q3 		– Sell
-1,930
Closed -$27K – 10959
2025
Q2 		$27K Buy
+1,930
New +$26.1K ﹤0.01% 8239
2024
Q4 		– Sell
-35
Closed -$519 – 10420
2024
Q3 		$519 Buy
+35
New +$495 ﹤0.01% 8914
2024
Q1 		– Sell
-5,691
Closed -$77.7K – 10053
2023
Q4 		$77.7K Buy
5,691
+801
+16% +$9.9K ﹤0.01% 6324
2023
Q3 		$59K Sell
4,890
-932
-16% -$12.3K ﹤0.01% 6192
2023
Q2 		$80.6K Buy
+5,822
New +$81.6K ﹤0.01% 6174
2023
Q1 		– Sell
-1,405
Closed -$18.7K – 10410
2022
Q4 		$18.7K Buy
1,405
+1,095
+353% +$14.4K ﹤0.01% 7718
2022
Q3 		$4K Buy
+310
New +$4.49K ﹤0.01% 9398

Other funds holding UPAR

Evoke Wealth
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
46 Peaks LLC
46 Peaks LLC Newtown, Pennsylvania $159M AUM
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

UBS Group's UPAR Position: Q1 2026 in Review

UBS Group sold out of UPAR Ultra Risk Parity ETF (UPAR) in Q1 2026, closing a stake of 240 shares — an estimated $3.71K sold.

UBS Group first reported a position in UPAR in Q3 2022 and held it in 8 quarters. The position peaked at $80.6K in Q2 2023. 4 funds tracked by Wall St. Rank hold UPAR as of Q1 2026.

  • UBS Group reported no remaining UPAR Ultra Risk Parity ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 240 UPAR Ultra Risk Parity ETF shares in Q1 2026, an estimated $3.71K.
  • UBS Group first reported a position in UPAR Ultra Risk Parity ETF in Q3 2022 and held it in 8 quarters.
  • UBS Group's UPAR Ultra Risk Parity ETF position peaked at $80.6K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q1 2026.

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