UBS Group
XCLR icon

UBS Group’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

UBS Group’s Portfolio XCLR Stock Details XCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$189 – 11247
2025
Q4 		$189 Buy
+7
New +$211 ﹤0.01% 10122
2025
Q3 		– Sell
-366
Closed -$10.3K – 11011
2025
Q2 		$10.3K Sell
366
-16
-4% -$428 ﹤0.01% 8844
2025
Q1 		$10K Buy
382
+282
+282% +$7.78K ﹤0.01% 8658
2024
Q4 		$2.77K Buy
100
+66
+194% +$2.16K ﹤0.01% 8989
2024
Q3 		$1.09K Sell
34
-2
-6% -$62 ﹤0.01% 8721
2024
Q2 		$1.11K Buy
36
+32
+800% +$951 ﹤0.01% 8655
2024
Q1 		$119 Buy
+4
New +$113 ﹤0.01% 8812
2023
Q1 		– Sell
-1,105
Closed -$26.3K – 10477
2022
Q4 		$26.3K Sell
1,105
-1
-0.1% -$24 ﹤0.01% 7373
2022
Q3 		$26K Sell
1,106
-5
-0.5% -$124 ﹤0.01% 7063
2022
Q2 		$27K Sell
1,111
-79
-7% -$1.94K ﹤0.01% 6525
2022
Q1 		$31K Buy
1,190
+633
+114% +$16.6K ﹤0.01% 6970
2021
Q4 		$15K Buy
557
+552
+11,040% +$15.2K ﹤0.01% 8270
2021
Q3 		$0 Buy
+5
New +$136 ﹤0.01% 10146

Other funds holding XCLR

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's XCLR Position: Q1 2026 in Review

UBS Group sold out of Global X S&P 500 Collar 95-110 ETF (XCLR) in Q1 2026, closing a stake of 7 shares — an estimated $189 sold.

UBS Group first reported a position in XCLR in Q3 2021 and held it in 13 quarters. The position peaked at $31K in Q1 2022. 2 funds tracked by Wall St. Rank hold XCLR as of Q1 2026.

  • UBS Group reported no remaining Global X S&P 500 Collar 95-110 ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 7 Global X S&P 500 Collar 95-110 ETF shares in Q1 2026, an estimated $189.
  • UBS Group first reported a position in Global X S&P 500 Collar 95-110 ETF in Q3 2021 and held it in 13 quarters.
  • UBS Group's Global X S&P 500 Collar 95-110 ETF position peaked at $31K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q1 2026.

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