Security key
90274D374
- Security type / class
- Equity / ETRACS ALERIAN M
- Total 13F shares
- 1,490,936
- Total 13F value
- $19,619,000
- Share change
- -134,365
- SEC-reported price per share
- $13.16
- Number of holders
- 9
- Value change
- -$1,587,784
- Number of buys
- 3
- Number of sells
- 8
Report period
Q1 2022
Institutions
9
Top holders
9
AMUB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2022
Previous quarter: Q4 2021
UBS AG SEC filings
UBS AG company facts
UBS AG 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 90274D374
Recent filing periods:
Ownership snapshot
Top reported holders of AMUB - UBS AG - ETRACS ALERIAN M (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CIBC Private Wealth Group...
Disclosed value leader
CIBC Private Wealth Group...
Comparable rows
0/15
Latest evidence
31 Dec 2021
13F
Highest disclosed value: $49,201,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
CIBC Private Wealth Group LLC has the largest disclosed position value at $49.2M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CIBC Private Wealth Group LLC's linked filing trail.
Disclosed position value
Top 5
CIBC Private Wealth Group LLC
$49.2M
WELLS FARGO & COMPANY/MN
$44.29M
FIFTH THIRD BANCORP
$9.9M
Marion Wealth Management
$7.21M
IMC-Chicago, LLC
$6.43M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC |
13F
Company
|
—
class O/S missing
|
$49,201,000
3,196,932 shares
|
— | 31 Dec 2021 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
mixed-class rows
|
$44,289,000
3,163,125 shares
mixed-class rows
|
— | 31 Dec 2021 |
| FIFTH THIRD BANCORP |
13F
Company
|
—
class O/S missing
|
$9,902,000
643,382 shares
|
— | 31 Dec 2021 |
| Marion Wealth Management |
13F
Company
|
—
class O/S missing
|
$7,206,000
468,218 shares
|
— | 31 Dec 2021 |
| IMC-Chicago, LLC |
13F
Company
|
—
mixed-class rows
|
$6,432,000
400,899 shares
mixed-class rows
|
— | 31 Dec 2021 |
| NBW CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$4,553,000
295,833 shares
|
— | 31 Dec 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
9
Shares
1,490,936
Rows available
9
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
11
Q1 2022 holders
9
Holder diff
-2
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 value | Q1 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend