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 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 $1.51B AUM 25.86% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM

HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's ZHOG Position: Q1 2026 in Review

UBS Group opened a new position in F/M Opportunistic Income ETF (ZHOG) in Q1 2026: 232 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #8274 among its holdings. This is a return to the name: UBS Group previously reported a position in ZHOG as recently as Q3 2025.

UBS Group first reported a position in ZHOG in Q1 2024 and has held it in 6 quarters since. The position peaked at $33.2K in Q1 2024. 10 funds tracked by Wall St. Rank hold ZHOG as of Q1 2026.

UBS Group held 232 shares of F/M Opportunistic Income ETF worth $11.9K as of Q1 2026.
F/M Opportunistic Income ETF was a new UBS Group position in Q1 2026.
F/M Opportunistic Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8274 holding.
UBS Group first reported a position in F/M Opportunistic Income ETF in Q1 2024 and has held it in 6 quarters since.
UBS Group's F/M Opportunistic Income ETF position peaked at $33.2K in Q1 2024.
10 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q1 2026.

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