UBS Group
AAEQ

UBS Group’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

UBS Group’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Sell
449
-943
-68% -$48.8K ﹤0.01% 8058
2026
Q1 		$64.8K Buy
+1,392
New +$67.6K ﹤0.01% 7231

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return

UBS Group's AAEQ Position: Q2 2026 in Review

UBS Group reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 68% in Q2 2026, selling an estimated $48.8K and leaving 449 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8058.

UBS Group first reported a position in AAEQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $64.8K in Q1 2026. 42 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • UBS Group held 449 shares of Alpha Architect US Equity 2 ETF worth $23.9K as of Q2 2026.
  • UBS Group sold 943 Alpha Architect US Equity 2 ETF shares in Q2 2026, an estimated $48.8K.
  • Alpha Architect US Equity 2 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8058 holding.
  • UBS Group first reported a position in Alpha Architect US Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's Alpha Architect US Equity 2 ETF position peaked at $64.8K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.