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PFMPFM
30 quarters

Position history for UBS Group AGUBS Group AG's holdings in INVESCO EXCHANGE TRADED FD T

UBS Group AG holds 75,525 shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $4.2M as of 2026-Q2. The position was decreased (-6.8% shares). PFM represents 0.0% of UBS Group AG's portfolio.

Current Value

$4.2M

Current Shares

75,525

Total Value Change

+$2.2M

Total Shares Change

+3,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
75,525
-6.8%
$4.2M0.0%$55.45
0
2026-Q1
Increased
81,044
+7.5%
$4.1M0.0%$53.38
29
2025-Q4
Decreased
75,410
-0.3%
$3.9M0.0%$51.86
0
2025-Q3
Decreased
75,646
-20.9%
$3.8M0.0%$50.23
0
2025-Q2
Decreased
95,577
-6.5%
$4.6M0.0%$47.42
0
2025-Q1
Increased
102,205
+11.9%
$4.7M0.0%$44.80
30
2024-Q4
Increased
91,295
+2.3%
$4.2M0.0%$45.16
27
2024-Q3
Decreased
89,213
-0.0%
$4.2M0.0%$45.44
0
2024-Q2
New
89,253
-
$3.8M0.0%$41.72
37
2024-Q1
Exited
0
-100.0%
$00.0%$41.43
0
2023-Q4
Decreased
86,290
-10.8%
$3.4M0.0%$38.66
0
2023-Q3
Decreased
96,758
-16.1%
$3.5M0.0%$35.22
0
2023-Q2
Decreased
115,311
-2.9%
$4.4M0.0%$36.33
0
2023-Q1
Decreased
118,735
-5.8%
$4.3M0.0%$34.53
0
2022-Q4
Increased
126,015
+23.6%
$4.6M0.0%$34.70
33
2022-Q3
Decreased
101,916
-0.1%
$3.3M0.0%$30.95
0
2022-Q2
Decreased
102,048
-10.3%
$3.5M0.0%$32.58
0
2022-Q1
Decreased
113,744
-2.5%
$4.4M0.0%$36.39
0
2021-Q4
Increased
116,610
+1.0%
$4.6M0.0%$37.01
27
2021-Q3
Decreased
115,454
-38.6%
$4.2M0.0%$33.82
0
2021-Q2
Increased
187,940
+2.3%
$6.8M0.0%$33.34
28
2021-Q1
Increased
183,668
+126.7%
$6.4M0.0%$31.77
44
2020-Q4
Decreased
81,030
-4.0%
$2.7M0.0%$29.86
0
2020-Q3
Increased
84,452
+2.6%
$2.6M0.0%$27.35
27
2020-Q2
Increased
82,278
+6.1%
$2.3M0.0%$25.24
28
2020-Q1
Increased
77,577
+62.9%
$1.9M0.0%$22.61
38
2019-Q4
Decreased
47,610
-30.9%
$1.5M0.0%$27.37
0
2019-Q3
Decreased
68,946
-2.2%
$2M0.0%$26.18
0
2019-Q2
Decreased
70,492
-2.4%
$2M0.0%$25.35
0
2019-Q1
New
72,253
-
$2M0.0%$24.32
36

Other major holders of PFM: LPL Financial LLC

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