UBS Group’s SGI Enhanced Core ETF USDX Stock Holding History

UBS Group’s Portfolio USDX Stock Details USDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-738	Closed	-$19K	–	11290
2025 Q3	$19K	Buy	+738	New	+$19K	﹤0.01%	8182
2025 Q1	–	Sell	-4,971	Closed	-$127K	–	10797
2024 Q4	$127K	Buy	4,971 +4,876	+5,133%	+$128K	﹤0.01%	6726
2024 Q3	$2.47K	Sell	95 -3,446	-97%	-$88.5K	﹤0.01%	8424
2024 Q2	$90.6K	Buy	3,541 +3,513	+12,546%	+$89.1K	﹤0.01%	6243
2024 Q1	$703	Buy	+28	New	+$702	﹤0.01%	8405

Other funds holding USDX

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

STS

SG Trading Solutions Bountiful, Utah $431M AUM

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

UBS Group's USDX Position: Q4 2025 in Review

UBS Group sold out of SGI Enhanced Core ETF (USDX) in Q4 2025, closing a stake of 738 shares — an estimated $19K sold.

UBS Group first reported a position in USDX in Q1 2024 and held it in 5 quarters. The position peaked at $127K in Q4 2024. 9 funds tracked by Wall St. Rank hold USDX as of Q4 2025.

UBS Group reported no remaining SGI Enhanced Core ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 738 SGI Enhanced Core ETF shares in Q4 2025, an estimated $19K.
UBS Group first reported a position in SGI Enhanced Core ETF in Q1 2024 and held it in 5 quarters.
UBS Group's SGI Enhanced Core ETF position peaked at $127K in Q4 2024.
9 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q4 2025.

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