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 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 $3.65B AUM 15.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's XNAV Position: Q1 2026 in Review

UBS Group increased its FundX Aggressive ETF (XNAV) stake by 13% in Q1 2026, buying an estimated $762 and bringing the position to 78 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #8697.

UBS Group first reported a position in XNAV in Q4 2022 and has held it in 8 quarters since. The position peaked at $55.9K in Q4 2022. 5 funds tracked by Wall St. Rank hold XNAV as of Q1 2026.

UBS Group held 78 shares of FundX Aggressive ETF worth $6.37K as of Q1 2026.
UBS Group bought 9 FundX Aggressive ETF shares in Q1 2026, an estimated $762.
FundX Aggressive ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8697 holding.
UBS Group first reported a position in FundX Aggressive ETF in Q4 2022 and has held it in 8 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 Q1 2026.

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