UBS Group
AVDR

UBS Group’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

UBS Group’s Portfolio AVDR Stock Details AVDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,326
Closed -$56K – 11882
2022
Q2 		$56K Buy
2,326
+1,115
+92% +$29.4K ﹤0.01% 5839
2022
Q1 		$36K Buy
1,211
+1,072
+771% +$31.1K ﹤0.01% 6835
2021
Q4 		$4K Buy
+139
New +$4.35K ﹤0.01% 9640

Other funds holding AVDR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group's AVDR Position: Q3 2022 in Review

UBS Group sold out of AVDR US LargeCap Leading ETF (AVDR) in Q3 2022, closing a stake of 2,326 shares — an estimated $56K sold.

UBS Group first reported a position in AVDR in Q4 2021 and held it in 3 quarters. The position peaked at $56K in Q2 2022. 1 fund tracked by Wall St. Rank holds AVDR as of Q3 2022.

  • UBS Group reported no remaining AVDR US LargeCap Leading ETF position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 2,326 AVDR US LargeCap Leading ETF shares in Q3 2022, an estimated $56K.
  • UBS Group first reported a position in AVDR US LargeCap Leading ETF in Q4 2021 and held it in 3 quarters.
  • UBS Group's AVDR US LargeCap Leading ETF position peaked at $56K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.