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Financial Invs Tr shares owned by UBS Group

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Financial Invs Tr

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All positions including Financial Invs Tr held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 741 30.64
2025-06-30 $5.0k 193 26.09
2025-03-31 $7.1k 291 24.23
2024-12-31 $6.8k 292 23.17

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
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Ishares Tr Russell 2000 Etf (IWM)
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View all positions for UBS Group

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
Old Mission Capital
Jane Street
UBS Group

View all funds holding Financial Invs Tr