UBS Group’s First Trust Expanded Technology ETF XPND Stock Holding History

UBS Group’s Portfolio XPND Stock Details XPND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.28K	Buy	+150	New	+$5.76K	﹤0.01%	8848
2025 Q4	–	Sell	-44	Closed	-$1.6K	–	11254
2025 Q3	$1.6K	Buy	+44	New	+$1.51K	﹤0.01%	9311
2025 Q1	–	Sell	-238	Closed	-$7.24K	–	10774
2024 Q4	$7.24K	Buy	+238	New	+$7.17K	﹤0.01%	8492
2023 Q3	–	Sell	-829	Closed	-$17.4K	–	10029
2023 Q2	$17.4K	Sell	829 -4,063	-83%	-$77.1K	﹤0.01%	6938
2023 Q1	$90K	Buy	4,892 +901	+23%	+$15.7K	﹤0.01%	5979
2022 Q4	$64.3K	Buy	+3,991	New	+$64.3K	﹤0.01%	6532
2022 Q3	–	Sell	-9	Closed	–	–	11008
2022 Q2	$0	Sell	9 -21	-70%	-$369	﹤0.01%	11023
2022 Q1	$1K	Buy	+30	New	+$604	﹤0.01%	9945

Other funds holding XPND

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group's XPND Position: Q2 2026 in Review

UBS Group opened a new position in First Trust Expanded Technology ETF (XPND) in Q2 2026: 150 shares worth $6.28K. The stake represents ﹤0.01% of the portfolio and ranks #8848 among its holdings. This is a return to the name: UBS Group previously reported a position in XPND as recently as Q3 2025.

UBS Group first reported a position in XPND in Q1 2022 and has held it in 8 quarters since. The position peaked at $90K in Q1 2023. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

UBS Group held 150 shares of First Trust Expanded Technology ETF worth $6.28K as of Q2 2026.
First Trust Expanded Technology ETF was a new UBS Group position in Q2 2026.
First Trust Expanded Technology ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8848 holding.
UBS Group first reported a position in First Trust Expanded Technology ETF in Q1 2022 and has held it in 8 quarters since.
UBS Group's First Trust Expanded Technology ETF position peaked at $90K in Q1 2023.
30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

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