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JUNZ — LISTED FD TR

Reported value held$53.91K
Funds holding (latest)2
Sector—

JUNZ (LISTED FD TR) is tracked on HoldingsHub across five years of quarterly 13F filings. 2 funds have reported positions historically, with the sum of their latest reported stakes valued at $53.91K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 670 $20.91K 0.00% Add

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 6 $196 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 107 $3.30K 0.00% New

Q3 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2 $61 0.00% Reduce

Q2 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 143 $4.16K 0.00% Hold

Q1 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 143 $4.05K 0.00% New

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

FundQ1 2026Q4 2025Q2 2025Q3 2024Q2 2024Q1 2024Q2 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
UBS Group AG 670 6 107 2 143 143 242 525 525 525 25 25
Morgan Stanley — — — — — — — — — — — 1.20K

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