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Investment Managers Ser Tr I shares owned by UBS Group

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by UBS Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $224k 5.6k 39.70
2023-06-30 $59k 1.6k 36.18
2023-03-31 $510k 13k 40.08
2022-12-31 $64k 1.2k 54.51
2022-09-30 $1.0M 17k 61.87

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Gunderson Capital Management
Simplex Trading
Cutler
Patriot Financial Group Insurance Agency
SG Americas Securities
Mutual Advisors
Gts Securities
Meridian Wealth Management
Planning Capital Management Corp

View all funds holding Investment Managers Ser Tr I