Etracs UBS BBG Cons Ma Ser BUCIBETF
13F holders, Q4 2024 (December 31)9holders −2
0new positions
2sold out
1famous investor
$25.64avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Etracs UBS BBG Cons Ma Ser B (UCIB) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Legacy Wealth Asset Management, LLC ($3.2M), Envestnet Asset Management Inc. ($3.1M) and RHS Financial, LLC ($2.9M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Etracs UBS BBG Cons Ma Ser B
- Filed as
- UBS AG LONDON BRANCH (Q4 2024)
- CUSIP
- 90274D390
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $629K |
All 13F filers, Q3 2024 → Q4 2024: 16,545 shares bought and 27,167 shares sold, net −10,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Legacy Wealth Asset Management, LLC | 0.86% | Add +5.3% | 122,979 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 118,934 | $3.1M |
| RHS Financial, LLC | 1.49% | Add +3.9% | 113,783 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 23,388 | $602K |
| Bruce G. Allen Investments, LLC | 0.35% | No change | 16,538 | $426K |
| Fisher Asset Management | 0.00% | No change | 13,800 | $355K |
| Corient Private Wealth LP | 0.00% | No change | 10,270 | $265K |
| Morgan Stanley | 0.00% | No change | 661 | $17K |
| JPMorgan Chase & Co. | 0.00% | No change | 180 | $5K |
"% of holder's portfolio" is UCIB's weight in each manager's 13F, not the share of Etracs UBS BBG Cons Ma Ser B the manager owns.