Wealth Enhancement Advisory Services
FBGX

Wealth Enhancement Advisory Services’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-608
Closed -$513K – 2722
2024
Q1 		$513K Hold
608
– – ﹤0.01% 1571
2023
Q4 		$423K Hold
608
– – ﹤0.01% 1618
2023
Q3 		$334K Buy
+608
New +$363K ﹤0.01% 1674

Wealth Enhancement Advisory Services's FBGX Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 608 shares — an estimated $513K sold.

Wealth Enhancement Advisory Services first reported a position in FBGX in Q3 2023 and held it in 3 quarters. The position peaked at $513K in Q1 2024. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 608 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $513K.
  • Wealth Enhancement Advisory Services first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $513K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.