OVT LISTED FD TR

Ownership history in UBS Group AG  ·  10 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in LISTED FD TR (OVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 182 -3,084 -94.4% 0.00% $4K $21.76
2025 Q3 ADDED 3,266 +1,486 +83.5% 0.00% $73K $21.32
2025 Q2 REDUCED 1,780 -1,222 -40.7% 0.00% $40K $20.84
2025 Q1 ADDED 3,002 +2,897 +2759.0% 0.00% $66K $20.33
2024 Q3 ADDED 105 +33 +45.8% 0.00% $2K $20.41
2024 Q1 REDUCED 72 -192 -72.7% 0.00% $2K $19.31
2023 Q4 REDUCED 264 -1,448 -84.6% 0.00% $6K $18.82
2023 Q1 REDUCED 1,712 -1,511 -46.9% 0.00% $37K $17.86
2022 Q4 ADDED 3,223 +3,050 +1763.0% 0.00% $68K $17.47
2022 Q2 INITIATED 173 0.00% $4K $17.69
% of Fund (quarterly)    OVT price (monthly, adj. close)
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