UBS Group
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UBS Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

UBS Group’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$1.28K – 10236
2025
Q1 		$1.28K Sell
20
-161
-89% -$10.9K ﹤0.01% 9540
2024
Q4 		$12.2K Buy
+181
New +$12.3K ﹤0.01% 8204
2024
Q3 		– Sell
-826
Closed -$51.8K – 9495
2024
Q2 		$51.8K Buy
+826
New +$50.5K ﹤0.01% 6662

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group's AVLC Position: Q2 2025 in Review

UBS Group sold out of Avantis US Large Cap Equity ETF (AVLC) in Q2 2025, closing a stake of 20 shares — an estimated $1.28K sold.

UBS Group first reported a position in AVLC in Q2 2024 and held it in 3 quarters. The position peaked at $51.8K in Q2 2024. 55 funds tracked by Wall St. Rank hold AVLC as of Q2 2025.

  • UBS Group reported no remaining Avantis US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 20 Avantis US Large Cap Equity ETF shares in Q2 2025, an estimated $1.28K.
  • UBS Group first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's Avantis US Large Cap Equity ETF position peaked at $51.8K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.