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 Q3	–	Sell	-253	Closed	-$24.7K	–	11694
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	$4.66K	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

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

UBS Group's XNAV Position: Q3 2026 in Review

UBS Group sold out of FundX Aggressive ETF (XNAV) in Q3 2026, closing a stake of 253 shares — an estimated $24.7K sold.

UBS Group first reported a position in XNAV in Q4 2022 and held it in 9 quarters. The position peaked at $55.9K in Q4 2022. 1 fund tracked by Wall St. Rank holds XNAV as of Q3 2026.

UBS Group reported no remaining FundX Aggressive ETF position as of Q3 2026 after selling out during the quarter.
UBS Group sold 253 FundX Aggressive ETF shares in Q3 2026, an estimated $24.7K.
UBS Group first reported a position in FundX Aggressive ETF in Q4 2022 and held it in 9 quarters.
UBS Group's FundX Aggressive ETF position peaked at $55.9K in Q4 2022.
1 fund tracked by Wall St. Rank held FundX Aggressive ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.