UBS Group AG CANQ — CALAMOS ETF TR

Ownership history in UBS Group AG  ·  6 quarters on record

AI Ownership Summary

UBS Group AG reported CALAMOS ETF TR (CANQ) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows CANQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CANQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CANQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CANQ stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held CANQ — position size vs. price
% of Fund (quarterly)    CANQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 356 +257 +259.6% 0.00% $10K 2026-05-05 $30.25
2025 Q1 REDUCED — — — 99 -1 -1.0% 0.00% $3K 2025-05-13 $26.27
2024 Q4 ADDED — — — 100 +99 +9900.0% 0.00% $3K 2025-02-14 $27.58
2024 Q3 REDUCED 98.7% +7.2% ❌ 1 -75 -98.7% 0.00% $27 2024-11-14 $25.34
2024 Q2 REDUCED — — — 76 -2 -2.6% 0.00% $2K 2024-08-14 $23.84
2024 Q1 INITIATED — — — 78 — — 0.00% $2K 2024-05-13 $22.42

🏢 Other funds also holding CANQ

As of 2026 Q1 — sorted by position size

Calamos Wealth Management LLC 3Y 7Y 0.18% Brookwood Investment Group LLC 0.05% Calamos Advisors LLC 3Y 7Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% Mutual Advisors, LLC 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About UBS Group AG and CANQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning CANQ?

UBS Group AG reported CANQ across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CANQ position in UBS Group AG's portfolio?

The largest reported portfolio weight for CANQ was 0.00% in 2026 Q1.

What is the latest reported CANQ position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 356 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this CANQ ownership page compare?

The chart compares UBS Group AG's quarterly CANQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their CANQ position?

Based on 13F filing dates vs. subsequent CANQ price moves, UBS Group AG correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on CANQ relative to SPY over the holding period was +2.7%.

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