UBS Group
AVGE icon

UBS Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

UBS Group’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.8K Buy
+100
New +$9K ﹤0.01% 8481
2024
Q4 		– Sell
-552
Closed -$40.8K – 9909
2024
Q3 		$40.8K Buy
+552
New +$39.1K ﹤0.01% 6950
2024
Q2 		– Sell
-820
Closed -$57.3K – 9503
2024
Q1 		$57.3K Buy
+820
New +$54.1K ﹤0.01% 6452
2023
Q4 		– Sell
-211
Closed -$12.4K – 9294
2023
Q3 		$12.4K Sell
211
-1,445
-87% -$87.7K ﹤0.01% 7020
2023
Q2 		$99.4K Buy
+1,656
New +$96.2K ﹤0.01% 6019

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return