UBS AM’s Avantis US Equity ETF AVUS Stock Holding History

UBS AM’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-91	Closed	-$10.2K	–	3813
2025 Q4	$10.2K	Buy	+91	New	+$10K	﹤0.01%	2853

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

UBS AM's AVUS Position: Q1 2026 in Review

UBS AM sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 91 shares — an estimated $10.2K sold.

UBS AM first reported a position in AVUS in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

UBS AM reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
UBS AM sold 91 Avantis US Equity ETF shares in Q1 2026, an estimated $10.2K.
UBS AM first reported a position in Avantis US Equity ETF in Q4 2025 and held it in 1 quarter.
UBS AM's Avantis US Equity ETF position peaked at $10.2K in Q4 2025.
556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.