UBS Group
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UBS Group’s The Acquirers Fund ZIG Stock Holding History

UBS Group’s Portfolio ZIG Stock Details ZIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.72K Buy
223
+114
+105% +$4.49K ﹤0.01% 8652
2026
Q1 		$4.24K Sell
109
-1,864
-94% -$72K ﹤0.01% 8960
2025
Q4 		$71.7K Sell
1,973
-570
-22% -$21K ﹤0.01% 7058
2025
Q3 		$95.8K Buy
2,543
+958
+60% +$36.1K ﹤0.01% 7146
2025
Q2 		$55.9K Hold
1,585
– – ﹤0.01% 7689
2025
Q1 		$55.9K Sell
1,585
-400
-20% -$15K ﹤0.01% 7502
2024
Q4 		$75.5K Buy
1,985
+1,788
+908% +$72.5K ﹤0.01% 7049
2024
Q3 		$7.79K Buy
+197
New +$7.46K ﹤0.01% 7875
2023
Q4 		– Sell
-1,416
Closed -$44.4K – 9973
2023
Q3 		$44.4K Buy
+1,416
New +$44.6K ﹤0.01% 6364
2023
Q2 		– Sell
-2,089
Closed -$57.5K – 9773
2023
Q1 		$57.5K Buy
2,089
+1,821
+679% +$50.7K ﹤0.01% 6346
2022
Q4 		$6.9K Buy
+268
New +$6.83K ﹤0.01% 8967
2022
Q2 		– Sell
-511
Closed -$15K – 11040
2022
Q1 		$15K Buy
511
+78
+18% +$2.28K ﹤0.01% 7858
2021
Q4 		$14K Buy
433
+19
+5% +$566 ﹤0.01% 8358
2021
Q3 		$12K Buy
+414
New +$11.7K ﹤0.01% 7797
2021
Q1 		– Sell
-2,486
Closed -$57K – 9552
2020
Q4 		$57K Buy
2,486
+549
+28% +$12.3K ﹤0.01% 6082
2020
Q3 		$43K Buy
1,937
+790
+69% +$17K ﹤0.01% 5764
2020
Q2 		$24K Buy
1,147
+24
+2% +$498 ﹤0.01% 6442
2020
Q1 		$22K Buy
+1,123
New +$27.5K ﹤0.01% 6446
2019
Q4 		– Sell
-720
Closed -$18K – 8462
2019
Q3 		$18K Buy
+720
New +$17.7K ﹤0.01% 6806

Other funds holding ZIG

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group's ZIG Position: Q2 2026 in Review

UBS Group increased its The Acquirers Fund (ZIG) stake by 105% in Q2 2026, buying an estimated $4.49K and bringing the position to 223 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #8652.

UBS Group first reported a position in ZIG in Q3 2019 and has held it in 19 quarters since. The position peaked at $95.8K in Q3 2025. 11 funds tracked by Wall St. Rank hold ZIG as of Q2 2026.

  • UBS Group held 223 shares of The Acquirers Fund worth $8.72K as of Q2 2026.
  • UBS Group bought 114 The Acquirers Fund shares in Q2 2026, an estimated $4.49K.
  • The Acquirers Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8652 holding.
  • UBS Group first reported a position in The Acquirers Fund in Q3 2019 and has held it in 19 quarters since.
  • UBS Group's The Acquirers Fund position peaked at $95.8K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held The Acquirers Fund as of Q2 2026.

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