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
2026 Q2	$4.14K	Buy	+100	New	+$4.14K	﹤0.01%	9089
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

BWS

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

UBS Group's AVIG Position: Q2 2026 in Review

UBS Group opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 100 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #9089 among its holdings. This is a return to the name: UBS Group previously reported a position in AVIG as recently as Q3 2025.

UBS Group first reported a position in AVIG in Q2 2021 and has held it in 10 quarters since. The position peaked at $63.2K in Q3 2025. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

UBS Group held 100 shares of Avantis Core Fixed Income ETF worth $4.14K as of Q2 2026.
Avantis Core Fixed Income ETF was a new UBS Group position in Q2 2026.
Avantis Core Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9089 holding.
UBS Group first reported a position in Avantis Core Fixed Income ETF in Q2 2021 and has held it in 10 quarters since.
UBS Group's Avantis Core Fixed Income ETF position peaked at $63.2K in Q3 2025.
179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

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