UBS Group AG - LISTED FD TR ownership

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 29 filers reported holding LISTED FD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of LISTED FD TR
ValueSharesWeighting
Q3 2023$18,803
-71.2%
1,038
-72.1%
0.00%
Q1 2023$65,383
-4.0%
3,716
-6.3%
0.00%
Q4 2022$68,113
+44.9%
3,967
+41.0%
0.00%
Q3 2022$47,000
+46.9%
2,814
+64.4%
0.00%
Q1 2022$32,000
+540.0%
1,712
+470.7%
0.00%
Q2 2021$5,0003000.00%
Other shareholders
LISTED FD TR shareholders Q2 2022
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 421,986$7,424,8365.32%
Claybrook Capital, LLC 65,000$1,143,6750.64%
Clearview Wealth Advisors LLC 24,059$423,3330.43%
Beacon Pointe Advisors, LLC 1,331,380$23,425,6360.40%
TCWP LLC 108,897$1,916,0430.36%
Syntegra Private Wealth Group, LLC 45,071$793,0290.14%
Golden State Equity Partners 13,031$229,2800.12%
MGO ONE SEVEN LLC 108,897$1,916,0430.12%
CreativeOne Wealth, LLC 78,285$1,3770.07%
CREATIVE FINANCIAL DESIGNS INC /ADV 25,783$453,6550.06%
View complete list of LISTED FD TR shareholders