UBS Group’s LifeGoal Wealth Builder ETF WLTH Stock Holding History

UBS Group’s Portfolio WLTH Stock Details WLTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,190	Closed	-$9K	–	11490
2022 Q3	$9K	Buy	+1,190	New	+$10K	﹤0.01%	8649
2022 Q2	–	Sell	-2	Closed	–	–	11379
2022 Q1	$0	Buy	+2	New	+$19	﹤0.01%	11267
2021 Q4	–	Sell	-1,560	Closed	-$15K	–	11010
2021 Q3	$15K	Buy	+1,560	New	+$15.3K	﹤0.01%	7539

Other funds holding WLTH

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

UBS Group's WLTH Position: Q4 2022 in Review

UBS Group sold out of LifeGoal Wealth Builder ETF (WLTH) in Q4 2022, closing a stake of 1,190 shares — an estimated $9K sold.

UBS Group first reported a position in WLTH in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 1 fund tracked by Wall St. Rank holds WLTH as of Q4 2022.

UBS Group reported no remaining LifeGoal Wealth Builder ETF position as of Q4 2022 after selling out during the quarter.
UBS Group sold 1,190 LifeGoal Wealth Builder ETF shares in Q4 2022, an estimated $9K.
UBS Group first reported a position in LifeGoal Wealth Builder ETF in Q3 2021 and held it in 3 quarters.
UBS Group's LifeGoal Wealth Builder ETF position peaked at $15K in Q3 2021.
1 fund tracked by Wall St. Rank held LifeGoal Wealth Builder ETF as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.