UBS Group’s FundX Aggressive ETF XNAV Stock Holding History

UBS Group’s Portfolio XNAV Stock Details XNAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7K	Buy	253 +175	+224%	+$16.4K	﹤0.01%	8030
2026 Q1	$6.37K	Buy	78 +9	+13%	+$762	﹤0.01%	8697
2025 Q4	$5.58K	Buy	+69	New	+$5.52K	﹤0.01%	8664
2025 Q2	–	Sell	-21	Closed	-$1.36K	–	10901
2025 Q1	$1.36K	Buy	21 +15	+250%	+$1.06K	﹤0.01%	9522
2024 Q4	$429	Sell	6 -86	-93%	-$6.15K	﹤0.01%	9476
2024 Q3	$6.3K	Buy	92 +24	+35%	+$1.6K	﹤0.01%	7984
2024 Q2	$4.67K	Buy	+68	New	+$4.37K	﹤0.01%	8063
2023 Q4	–	Sell	-1,073	Closed	-$55.5K	–	9959
2023 Q3	$55.5K	Buy	+1,073	New	+$57.9K	﹤0.01%	6235
2023 Q1	–	Sell	-1,122	Closed	-$55.9K	–	10489
2022 Q4	$55.9K	Buy	+1,122	New	+$56.7K	﹤0.01%	6666

Other funds holding XNAV

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's XNAV Position: Q2 2026 in Review

UBS Group increased its FundX Aggressive ETF (XNAV) stake by 224% in Q2 2026, buying an estimated $16.4K and bringing the position to 253 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8030.

UBS Group first reported a position in XNAV in Q4 2022 and has held it in 9 quarters since. The position peaked at $55.9K in Q4 2022. 5 funds tracked by Wall St. Rank hold XNAV as of Q2 2026.

UBS Group held 253 shares of FundX Aggressive ETF worth $24.7K as of Q2 2026.
UBS Group bought 175 FundX Aggressive ETF shares in Q2 2026, an estimated $16.4K.
FundX Aggressive ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8030 holding.
UBS Group first reported a position in FundX Aggressive ETF in Q4 2022 and has held it in 9 quarters since.
UBS Group's FundX Aggressive ETF position peaked at $55.9K in Q4 2022.
5 funds tracked by Wall St. Rank held FundX Aggressive ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.