UBS Group
AAVM

UBS Group’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

UBS Group’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.57K Buy
+82
New +$2.62K ﹤0.01% 9243
2025
Q4 		– Sell
-585
Closed -$16.8K – 11451
2025
Q3 		$16.8K Sell
585
-2,475
-81% -$68.3K ﹤0.01% 8270
2025
Q2 		$83.2K Buy
3,060
+372
+14% +$9.4K ﹤0.01% 7388
2025
Q1 		$66K Buy
+2,688
New +$68.3K ﹤0.01% 7372
2024
Q4 		– Sell
-479
Closed -$12.7K – 10576
2024
Q3 		$12.7K Sell
479
-105
-18% -$2.65K ﹤0.01% 7623
2024
Q2 		$14.5K Buy
584
+538
+1,170% +$13.5K ﹤0.01% 7510
2024
Q1 		$1.18K Sell
46
-2,059
-98% -$49.9K ﹤0.01% 8202
2023
Q4 		$48.9K Buy
+2,105
New +$47.4K ﹤0.01% 6545
2023
Q1 		– Sell
-3,840
Closed -$93.6K – 10564
2022
Q4 		$93.6K Buy
3,840
+2,849
+287% +$72.9K ﹤0.01% 6173
2022
Q3 		$25K Buy
991
+544
+122% +$13.2K ﹤0.01% 7116
2022
Q2 		$11K Buy
447
+63
+16% +$1.58K ﹤0.01% 7862
2022
Q1 		$10K Buy
+384
New +$9.79K ﹤0.01% 8452
2021
Q2 		– Sell
-1,391
Closed -$38K – 9914
2021
Q1 		$38K Sell
1,391
-951
-41% -$26.1K ﹤0.01% 6808
2020
Q4 		$61K Sell
2,342
-1,888
-45% -$46.4K ﹤0.01% 6015
2020
Q3 		$101K Buy
4,230
+753
+22% +$17.6K ﹤0.01% 5177
2020
Q2 		$77K Buy
+3,477
New +$75K ﹤0.01% 5517
2020
Q1 		– Sell
-2,081
Closed -$52K – 8508
2019
Q4 		$52K Buy
2,081
+834
+67% +$20.3K ﹤0.01% 6334
2019
Q3 		$29K Sell
1,247
-214
-15% -$5.08K ﹤0.01% 6514
2019
Q2 		$35K Sell
1,461
-1,437
-50% -$35.1K ﹤0.01% 6219
2019
Q1 		$72K Buy
2,898
+869
+43% +$21.6K ﹤0.01% 5305
2018
Q4 		$49K Buy
+2,029
New +$52.6K ﹤0.01% 6110

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's AAVM Position: Q1 2026 in Review

UBS Group opened a new position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2026: 82 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #9243 among its holdings. This is a return to the name: UBS Group previously reported a position in AAVM as recently as Q3 2025.

UBS Group first reported a position in AAVM in Q4 2018 and has held it in 21 quarters since. The position peaked at $101K in Q3 2020. 8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

  • UBS Group held 82 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $2.57K as of Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF was a new UBS Group position in Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9243 holding.
  • UBS Group first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2018 and has held it in 21 quarters since.
  • UBS Group's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $101K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.