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Creative Planning

Position in AMUB — Ubs AG

CIK 1540235 OVERLAND PARK, KS

Position in AMUB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$270,460
+$37,022 QoQ
Shares Held
9,390
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 32 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMUB Over Time

Shares Held

Position Value (USD)

All Filings in AMUB

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 MLPB $270,460 9,390
2026-03-31 MLPB $233,438 8,041
2025-12-31 MLPB $221,316 8,747
2025-09-30 MLPB $281,986 11,284
2025-06-30 MLPB $293,439 11,284
2025-03-31 MLPB $242,764 8,747
2024-12-31 MLPB $63,886 2,537