UBS Group
ZHDG icon

UBS Group’s Zega Buy & Hedge ETF ZHDG Stock Holding History

UBS Group’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-130
Closed -$2.94K – 11279
2025
Q4 		$2.94K Sell
130
-2,155
-94% -$49.4K ﹤0.01% 9183
2025
Q3 		$51.9K Sell
2,285
-1,227
-35% -$26.9K ﹤0.01% 7537
2025
Q2 		$74.8K Buy
3,512
+1,804
+106% +$36.1K ﹤0.01% 7460
2025
Q1 		$33.1K Sell
1,708
-1,700
-50% -$34.4K ﹤0.01% 7878
2024
Q4 		$69.2K Buy
3,408
+3,369
+8,638% +$70.4K ﹤0.01% 7089
2024
Q3 		$799 Sell
39
-5,797
-99% -$115K ﹤0.01% 8817
2024
Q2 		$114K Buy
5,836
+5,756
+7,195% +$108K ﹤0.01% 6087
2024
Q1 		$1.51K Sell
80
-1,706
-96% -$30.8K ﹤0.01% 8119
2023
Q4 		$31.5K Buy
+1,786
New +$30.9K ﹤0.01% 6818
2023
Q3 		– Sell
-35
Closed -$610 – 10045
2023
Q2 		$610 Buy
+35
New +$584 ﹤0.01% 8165
2023
Q1 		– Sell
-692
Closed -$11K – 10503
2022
Q4 		$11K Buy
692
+362
+110% +$6.08K ﹤0.01% 8449
2022
Q3 		$5K Buy
330
+105
+47% +$1.82K ﹤0.01% 9242
2022
Q2 		$4K Buy
225
+2
+0.9% +$36 ﹤0.01% 9153
2022
Q1 		$4K Buy
+223
New +$4.41K ﹤0.01% 9333
2021
Q4 		– Sell
-59
Closed -$1K – 10791
2021
Q3 		$1K Buy
+59
New +$1.19K ﹤0.01% 9267

Other funds holding ZHDG

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

UBS Group's ZHDG Position: Q1 2026 in Review

UBS Group sold out of Zega Buy & Hedge ETF (ZHDG) in Q1 2026, closing a stake of 130 shares — an estimated $2.94K sold.

UBS Group first reported a position in ZHDG in Q3 2021 and held it in 15 quarters. The position peaked at $114K in Q2 2024. 14 funds tracked by Wall St. Rank hold ZHDG as of Q1 2026.

  • UBS Group reported no remaining Zega Buy & Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 130 Zega Buy & Hedge ETF shares in Q1 2026, an estimated $2.94K.
  • UBS Group first reported a position in Zega Buy & Hedge ETF in Q3 2021 and held it in 15 quarters.
  • UBS Group's Zega Buy & Hedge ETF position peaked at $114K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q1 2026.

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