UBS Group
ZHOG

UBS Group’s F/M Opportunistic Income ETF ZHOG Stock Holding History

UBS Group’s Portfolio ZHOG Stock Details ZHOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.98K Sell
175
-57
-25% -$2.93K ﹤0.01% 8629
2026
Q1 		$11.9K Buy
+232
New +$12K ﹤0.01% 8274
2025
Q4 		– Sell
-191
Closed -$9.98K – 11248
2025
Q3 		$9.98K Buy
+191
New +$9.9K ﹤0.01% 8566
2025
Q1 		– Sell
-207
Closed -$10.7K – 10771
2024
Q4 		$10.7K Buy
207
+26
+14% +$1.36K ﹤0.01% 8283
2024
Q3 		$9.66K Hold
181
– – ﹤0.01% 7780
2024
Q2 		$9.31K Sell
181
-459
-72% -$23.5K ﹤0.01% 7747
2024
Q1 		$33.2K Buy
+640
New +$33K ﹤0.01% 6690

Other funds holding ZHOG

FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
HW
HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

UBS Group's ZHOG Position: Q2 2026 in Review

UBS Group reduced its F/M Opportunistic Income ETF (ZHOG) stake by 25% in Q2 2026, selling an estimated $2.93K and leaving 175 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #8629.

UBS Group first reported a position in ZHOG in Q1 2024 and has held it in 7 quarters since. The position peaked at $33.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold ZHOG as of Q2 2026.

  • UBS Group held 175 shares of F/M Opportunistic Income ETF worth $8.98K as of Q2 2026.
  • UBS Group sold 57 F/M Opportunistic Income ETF shares in Q2 2026, an estimated $2.93K.
  • F/M Opportunistic Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8629 holding.
  • UBS Group first reported a position in F/M Opportunistic Income ETF in Q1 2024 and has held it in 7 quarters since.
  • UBS Group's F/M Opportunistic Income ETF position peaked at $33.2K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q2 2026.

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