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Advisor Managed Portfolios shares owned by UBS Group

Quarter-by-quarter ownership of Advisor Managed Portfolios (OPTZ) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Advisor Managed Portfolios

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025020k40k60k010002000
Value ($)Share countHistorical OPTZ position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including Advisor Managed Portfolios held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2k 107 29.51
2024-09-30 $3.3k 117 28.62
2024-06-30 $69k 2.6k 26.83

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

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Top funds holding Advisor Managed Portfolios

UBS Group

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