UBS AG - ETRACS MARKETVEC (BDCZ)

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / ETRACS MARKETVEC
Total 13F shares
126,002
Share change
-57,584
Total reported value
$2,325,141
Price per share
$18.46
Number of holders
11
Value change
-$994,270
Number of buys
4
Number of sells
6

Institutional Holders of UBS AG - ETRACS MARKETVEC (BDCZ) as of Q3 2023

As of 30 Sep 2023, UBS AG - ETRACS MARKETVEC (BDCZ) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 126,002 shares. The largest 10 holders included Eudaimonia Partners, LLC, EUDAIMONIA ADVISORS LLC, Hilltop Holdings Inc., CONCOURSE FINANCIAL GROUP SECURITIES, INC., Lindbrook Capital, LLC, Royal Bank of Canada, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., MORGAN STANLEY, and CoreFirst Bank & Trust. This page lists 11 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.