UBS Group
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UBS Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

UBS Group’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,501
Closed -$63.2K – 10491
2025
Q3 		$63.2K Buy
1,501
+1,202
+402% +$50.1K ﹤0.01% 7405
2025
Q2 		$12.4K Sell
299
-153
-34% -$6.27K ﹤0.01% 8735
2025
Q1 		$18.7K Buy
+452
New +$18.5K ﹤0.01% 8282
2023
Q3 		– Sell
-484
Closed -$20K – 9440
2023
Q2 		$20K Buy
484
+78
+19% +$3.25K ﹤0.01% 6866
2023
Q1 		$17.1K Buy
406
+401
+8,020% +$16.7K ﹤0.01% 7197
2022
Q4 		$205 Buy
5
+3
+150% +$122 ﹤0.01% 10313
2022
Q3 		$0 Buy
+2
New +$85 ﹤0.01% 10315
2022
Q1 		– Sell
-307
Closed -$15K – 10230
2021
Q4 		$15K Buy
+307
New +$15K ﹤0.01% 8232
2021
Q3 		– Sell
-873
Closed -$43K – 9517
2021
Q2 		$43K Buy
+873
New +$42.7K ﹤0.01% 6567

Other funds holding AVIG

AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's AVIG Position: Q4 2025 in Review

UBS Group sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2025, closing a stake of 1,501 shares — an estimated $63.2K sold.

UBS Group first reported a position in AVIG in Q2 2021 and held it in 9 quarters. The position peaked at $63.2K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVIG as of Q4 2025.

  • UBS Group reported no remaining Avantis Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,501 Avantis Core Fixed Income ETF shares in Q4 2025, an estimated $63.2K.
  • UBS Group first reported a position in Avantis Core Fixed Income ETF in Q2 2021 and held it in 9 quarters.
  • UBS Group's Avantis Core Fixed Income ETF position peaked at $63.2K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.