UBS Group
AVIE icon

UBS Group’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

UBS Group’s Portfolio AVIE Stock Details AVIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3K Buy
475
+152
+47% +$11.2K ﹤0.01% 7786
2026
Q1 		$23.6K Buy
+323
New +$23K ﹤0.01% 7824
2025
Q2 		– Sell
-1
Closed -$64 – 10235
2025
Q1 		$64 Buy
+1
New +$63 ﹤0.01% 9991
2024
Q4 		– Sell
-49
Closed -$3.16K – 9910
2024
Q3 		$3.16K Sell
49
-21
-30% -$1.34K ﹤0.01% 8305
2024
Q2 		$4.34K Buy
70
+54
+338% +$3.35K ﹤0.01% 8105
2024
Q1 		$1.01K Sell
16
-162
-91% -$9.67K ﹤0.01% 8269
2023
Q4 		$10.3K Sell
178
-609
-77% -$34.4K ﹤0.01% 7449
2023
Q3 		$44.7K Sell
787
-914
-54% -$52K ﹤0.01% 6354
2023
Q2 		$93.3K Buy
1,701
+1,663
+4,376% +$92.1K ﹤0.01% 6066
2023
Q1 		$2.1K Sell
38
-325
-90% -$18.4K ﹤0.01% 8579
2022
Q4 		$20.9K Buy
+363
New +$20.5K ﹤0.01% 7604

Other funds holding AVIE

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group's AVIE Position: Q2 2026 in Review

UBS Group increased its Avantis Inflation Focused Equity ETF (AVIE) stake by 47% in Q2 2026, buying an estimated $11.2K and bringing the position to 475 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7786.

UBS Group first reported a position in AVIE in Q4 2022 and has held it in 11 quarters since. The position peaked at $93.3K in Q2 2023. 5 funds tracked by Wall St. Rank hold AVIE as of Q2 2026.

  • UBS Group held 475 shares of Avantis Inflation Focused Equity ETF worth $35.3K as of Q2 2026.
  • UBS Group bought 152 Avantis Inflation Focused Equity ETF shares in Q2 2026, an estimated $11.2K.
  • Avantis Inflation Focused Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7786 holding.
  • UBS Group first reported a position in Avantis Inflation Focused Equity ETF in Q4 2022 and has held it in 11 quarters since.
  • UBS Group's Avantis Inflation Focused Equity ETF position peaked at $93.3K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2026.

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